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

Creative Planning’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 Q2	–	Sell	-19	Closed	-$2K	–	1802
2015 Q1	$2K	Hold	19	–	–	﹤0.01%	3869
2014 Q4	$2K	Sell	19 -1,000	-98%	-$114K	﹤0.01%	3812
2014 Q3	$115K	Buy	+1,019	New	+$115K	﹤0.01%	1381

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

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

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

BFA

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

VKH

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's AGGM Position: Q2 2015 in Review

Creative Planning sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2015, closing a stake of 19 shares — an estimated $2K sold.

Creative Planning first reported a position in AGGM in Q3 2014 and held it in 3 quarters. The position peaked at $115K in Q3 2014. 31 funds tracked by Wall St. Rank hold AGGM as of Q2 2015.

Creative Planning reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 19 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2015, an estimated $2K.
Creative Planning first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2014 and held it in 3 quarters.
Creative Planning's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $115K in Q3 2014.
31 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.