CWM
AGG icon

Catamount Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Catamount Wealth Management’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
-970
Closed -$108K – 197
2015
Q1 		$108K Buy
+970
New +$108K 0.09% 37

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

Catamount Wealth Management's AGG Position: Q2 2015 in Review

Catamount Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2015, closing a stake of 970 shares — an estimated $108K sold.

Catamount Wealth Management first reported a position in AGG in Q1 2015 and held it in 1 quarter. The position peaked at $108K in Q1 2015. 564 funds tracked by Wall St. Rank hold AGG as of Q2 2015.

  • Catamount Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 970 iShares Core US Aggregate Bond ETF shares in Q2 2015, an estimated $108K.
  • Catamount Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and held it in 1 quarter.
  • Catamount Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $108K in Q1 2015.
  • 564 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2015.

Based on Catamount Wealth Management's 13F filing for Q2 2015, filed 22 Jun 2016.