Catamount Wealth Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Catamount Wealth Management’s Portfolio AGGM Stock Details AGGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-10	Closed	-$1K	–	165
2015 Q2	$1K	Hold	10	–	–	﹤0.01%	179
2015 Q1	$1K	Buy	+10	New	+$1.15K	﹤0.01%	149

Other funds holding AGGM

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Catamount Wealth Management's AGGM Position: Q3 2015 in Review

Catamount Wealth Management sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2015, closing a stake of 10 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in AGGM in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 41 funds tracked by Wall St. Rank hold AGGM as of Q3 2015.

Catamount Wealth Management reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2015 after selling out during the quarter.
Catamount Wealth Management sold 10 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2015, an estimated $1K.
Catamount Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2015 and held it in 2 quarters.
Catamount Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1K in Q2 2015.
41 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.