CT Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CT Financial Advisors’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
2017 Q1	$4.45M	Buy	41,020 +1,562	+4%	+$169K	2.74%	2
2016 Q4	$4.26M	Buy	39,458 +6,062	+18%	+$664K	2.7%	3
2016 Q3	$3.75M	Buy	33,396 +5,187	+18%	+$583K	2.3%	5
2016 Q2	$3.18M	Buy	28,209 +1,910	+7%	+$212K	1.96%	7
2016 Q1	$2.91M	Buy	26,299 +1,183	+5%	+$129K	1.64%	11
2015 Q4	$2.71M	Buy	25,116 +107	+0.4%	+$11.6K	1.56%	13
2015 Q3	$2.74M	Buy	25,009 +2,416	+11%	+$263K	1.72%	8
2015 Q2	$2.46M	Buy	22,593 +1,259	+6%	+$138K	1.4%	15
2015 Q1	$2.38M	Buy	21,334 +202	+1%	+$22.4K	1.32%	18
2014 Q4	$2.33M	Buy	+21,132	New	+$2.33M	1.76%	12
2014 Q1	$2.38M	Buy	+21,334	New	+$2.3M	1.32%	18

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CT Financial Advisors's AGG Position: Q1 2017 in Review

CT Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4% in Q1 2017, buying an estimated $169K and bringing the position to 41,020 shares worth $4.45M. The position accounts for 2.74% of the portfolio, ranked #2.

CT Financial Advisors first reported a position in AGG in Q1 2014 and has held it in 11 quarters since. 744 funds tracked by Wall St. Rank hold AGG as of Q1 2017.

CT Financial Advisors held 41,020 shares of iShares Core US Aggregate Bond ETF worth $4.45M as of Q1 2017.
CT Financial Advisors bought 1,562 iShares Core US Aggregate Bond ETF shares in Q1 2017, an estimated $169K.
iShares Core US Aggregate Bond ETF made up 2.74% of CT Financial Advisors's portfolio in Q1 2017, its #2 holding.
CT Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 11 quarters since.
744 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.