Efficient Market Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Efficient Market 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	$27.8M	Buy	255,838 +32,822	+15%	+$3.55M	3.82%	14
2016 Q4	$24.1M	Buy	+223,016	New	+$24.4M	3.59%	14
2016 Q1	–	Sell	-587	Closed	-$63K	–	51
2015 Q4	$63K	Sell	587 -41	-7%	-$4.46K	0.01%	82
2015 Q3	$69K	Buy	628 +41	+7%	+$4.47K	0.02%	67
2015 Q2	$64K	Hold	587	–	–	0.01%	69
2015 Q1	$65K	Hold	587	–	–	0.02%	75
2014 Q4	$65K	Hold	587	–	–	0.02%	73
2014 Q3	$64K	Hold	587	–	–	0.02%	67
2014 Q2	$64K	Hold	587	–	–	0.02%	67
2014 Q1	$63K	Hold	587	–	–	0.02%	70
2013 Q4	$62K	Hold	587	–	–	0.02%	66
2013 Q3	$63K	Hold	587	–	–	0.02%	59
2013 Q2	$63K	Buy	+587	New	+$64.5K	0.02%	54

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RJA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Efficient Market Advisors's AGG Position: Q1 2017 in Review

Efficient Market Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q1 2017, buying an estimated $3.55M and bringing the position to 255,838 shares worth $27.8M. The position accounts for 3.82% of the portfolio, ranked #14.

Efficient Market Advisors first reported a position in AGG in Q2 2013 and has held it in 13 quarters since. 746 funds tracked by Wall St. Rank hold AGG as of Q1 2017.

Efficient Market Advisors held 255,838 shares of iShares Core US Aggregate Bond ETF worth $27.8M as of Q1 2017.
Efficient Market Advisors bought 32,822 iShares Core US Aggregate Bond ETF shares in Q1 2017, an estimated $3.55M.
iShares Core US Aggregate Bond ETF made up 3.82% of Efficient Market Advisors's portfolio in Q1 2017, its #14 holding.
Efficient Market Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 13 quarters since.
746 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.