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Crosspoint Capital Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Crosspoint Capital Strategies’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
2016
Q2 		– Sell
-135
Closed -$15K – 130
2016
Q1 		$15K Sell
135
-57,846
-100% -$6.33M 0.01% 65
2015
Q4 		$6.38M Buy
57,981
+57,107
+6,534% +$6.22M 1.68% 6
2015
Q3 		$96K Buy
874
+483
+124% +$52.7K 0.11% 184
2015
Q2 		$43K Hold
391
– – 0.01% 363
2015
Q1 		$44K Buy
+391
New +$43.4K 0.02% 273
2014
Q2 		– Sell
-1,145
Closed -$124K – 505
2014
Q1 		$124K Sell
1,145
-145
-11% -$15.6K 0.05% 163
2013
Q4 		$139K Buy
+1,290
New +$138K 0.05% 160

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return