DeGreen Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

DeGreen Capital Management’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 Q1	–	Sell	-177,140	Closed	-$189M	–	21
2018 Q4	$189M	Buy	177,140 +86,972	+96%	+$9.12M	10.33%	3
2018 Q3	$9.51M	Sell	90,168 -2,432	-3%	-$258K	4.47%	8
2018 Q2	$9.85M	Sell	92,600 -4,407	-5%	-$467K	4.65%	8
2018 Q1	$10.4M	Sell	97,007 -6,015	-6%	-$646K	4.91%	8
2017 Q4	$11.6M	Sell	103,022 -16,056	-13%	-$1.76M	5.46%	10
2017 Q3	$13.1M	Buy	119,078 +60,905	+105%	+$6.69M	6.32%	7
2017 Q2	$6.37K	Buy	58,173 +3,353	+6%	+$367K	0.56%	15
2017 Q1	$5.95M	Buy	54,820 +5,741	+12%	+$621K	3.46%	14
2016 Q4	$5.3M	Buy	+49,079	New	+$5.38M	3.31%	14

Other funds holding AGG

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

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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFRM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DeGreen Capital Management's AGG Position: Q1 2019 in Review

DeGreen Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2019, closing a stake of 177,140 shares — an estimated $189M sold.

DeGreen Capital Management first reported a position in AGG in Q4 2016 and held it in 9 quarters. The position peaked at $189M in Q4 2018. 986 funds tracked by Wall St. Rank hold AGG as of Q1 2019.

DeGreen Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
DeGreen Capital Management sold 177,140 iShares Core US Aggregate Bond ETF shares in Q1 2019, an estimated $189M.
DeGreen Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 9 quarters.
DeGreen Capital Management's iShares Core US Aggregate Bond ETF position peaked at $189M in Q4 2018.
986 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2019.

Based on DeGreen Capital Management's 13F filing for Q1 2019, filed 11 Apr 2019.