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Carl Domino’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Carl Domino’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,881
Closed -$210K – 155
2015
Q1 		$210K Buy
+1,881
New +$209K 0.16% 136
2013
Q3 		– Sell
-2,379
Closed -$255K – 162
2013
Q2 		$255K Buy
+2,379
New +$261K 0.14% 113

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carl Domino's AGG Position: Q2 2015 in Review

Carl Domino sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2015, closing a stake of 1,881 shares — an estimated $210K sold.

Carl Domino first reported a position in AGG in Q2 2013 and held it in 2 quarters. The position peaked at $255K in Q2 2013. 564 funds tracked by Wall St. Rank hold AGG as of Q2 2015.

  • Carl Domino reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Carl Domino sold 1,881 iShares Core US Aggregate Bond ETF shares in Q2 2015, an estimated $210K.
  • Carl Domino first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 2 quarters.
  • Carl Domino's iShares Core US Aggregate Bond ETF position peaked at $255K in Q2 2013.
  • 564 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2015.

Based on Carl Domino's 13F filing for Q2 2015, filed 20 Jul 2015.