CPP
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Crow Point Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Crow Point Partners’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
2019
Q4 		$3.08M Sell
36,853
-39,120
-51% -$4.41M 4.81% 5
2019
Q3 		$8.6M Buy
75,973
+212
+0.3% +$23.8K 1.25% 23
2019
Q2 		$8.44M Sell
75,761
-25,505
-25% -$2.79M 1.36% 23
2019
Q1 		$11M Buy
101,266
+33,177
+49% +$3.56M 1.87% 18
2018
Q4 		$7.23M Buy
68,089
+30,235
+80% +$3.17M 1.34% 22
2018
Q3 		$3.99M Sell
37,854
-14,737
-28% -$1.56M 0.69% 27
2018
Q2 		$5.59M Buy
52,591
+23,935
+84% +$2.54M 1.04% 23
2018
Q1 		$3.07M Buy
+28,656
New +$3.08M 0.56% 31

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RJA
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Creative Planning
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Bank of America
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TAIM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return