CFD
AGGM

Creative Financial Designs’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Creative Financial Designs’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
2017
Q4 		– Sell
-74
Closed -$8K – 723
2017
Q3 		$8K Buy
74
+1
+1% +$115 ﹤0.01% 438
2017
Q2 		$8K Buy
+73
New +$8.31K 0.01% 446

Other funds holding AGGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Financial Designs's AGGM Position: Q4 2017 in Review

Creative Financial Designs sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2017, closing a stake of 74 shares — an estimated $8K sold.

Creative Financial Designs first reported a position in AGGM in Q2 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 39 funds tracked by Wall St. Rank hold AGGM as of Q4 2017.

  • Creative Financial Designs reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Creative Financial Designs sold 74 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2017, an estimated $8K.
  • Creative Financial Designs first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2017 and held it in 2 quarters.
  • Creative Financial Designs's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $8K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2017.

Based on Creative Financial Designs's 13F filing for Q4 2017, filed 2 May 2018.