Cetera Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cetera Investment 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
2017 Q3	–	Sell	-4,146	Closed	-$453K	–	5
2017 Q2	$453K	Sell	4,146 -590	-12%	-$64.5K	0.57%	59
2017 Q1	$514K	Sell	4,736 -12,822	-73%	-$1.39M	0.59%	58
2016 Q4	$1.9M	Sell	17,558 -3,595	-17%	-$394K	1.42%	17
2016 Q3	$2.38M	Sell	21,153 -4,765	-18%	-$536K	1.53%	16
2016 Q2	$2.92M	Sell	25,918 -9,572	-27%	-$1.06M	1.72%	16
2016 Q1	$3.94M	Sell	35,490 -4,317	-11%	-$472K	2.04%	12
2015 Q4	$4.3M	Buy	+39,807	New	+$4.33M	1.74%	10

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Management's AGG Position: Q3 2017 in Review

Cetera Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2017, closing a stake of 4,146 shares — an estimated $453K sold.

Cetera Investment Management first reported a position in AGG in Q4 2015 and held it in 7 quarters. The position peaked at $4.3M in Q4 2015. 762 funds tracked by Wall St. Rank hold AGG as of Q3 2017.

Cetera Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2017 after selling out during the quarter.
Cetera Investment Management sold 4,146 iShares Core US Aggregate Bond ETF shares in Q3 2017, an estimated $453K.
Cetera Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 7 quarters.
Cetera Investment Management's iShares Core US Aggregate Bond ETF position peaked at $4.3M in Q4 2015.
762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.