Congress Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-4,525
Closed -$498K 227
2014
Q4
$498K Hold
4,525
0.01% 199
2014
Q3
$494K Hold
4,525
0.01% 198
2014
Q2
$495K Hold
4,525
0.01% 203
2014
Q1
$488K Buy
+4,525
New +$487K 0.01% 207

Other funds holding AGG

Congress Asset Management's AGG Position: Q1 2015 in Review

Congress Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2015, closing a stake of 4,525 shares — an estimated $498K sold.

Congress Asset Management first reported a position in AGG in Q1 2014 and held it in 4 quarters. The position peaked at $498K in Q4 2014. 565 funds tracked by Wall St. Rank hold AGG as of Q1 2015.

  • Congress Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Congress Asset Management sold 4,525 iShares Core US Aggregate Bond ETF shares in Q1 2015, an estimated $498K.
  • Congress Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and held it in 4 quarters.
  • Congress Asset Management's iShares Core US Aggregate Bond ETF position peaked at $498K in Q4 2014.
  • 565 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2015.

Based on Congress Asset Management's 13F filing for Q1 2015, filed 12 May 2015.