FinTrust Investment Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	$469K	Sell	4,370 -1,075	-20%	-$115K	0.43%	46
2017 Q4	$595K	Sell	5,445 -50	-0.9%	-$5.47K	0.52%	37
2017 Q3	$602K	Buy	+5,495	New	+$603K	0.58%	35

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

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

MFRM

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

TAIM

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

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

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

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

FinTrust Investment Advisory Services's AGG Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q1 2018, selling an estimated $115K and leaving 4,370 shares worth $469K. The position accounts for 0.43% of the portfolio, ranked #46.

FinTrust Investment Advisory Services first reported a position in AGG in Q3 2017 and has held it in 3 quarters since. The position peaked at $602K in Q3 2017. 872 funds tracked by Wall St. Rank hold AGG as of Q1 2018.

FinTrust Investment Advisory Services held 4,370 shares of iShares Core US Aggregate Bond ETF worth $469K as of Q1 2018.
FinTrust Investment Advisory Services sold 1,075 iShares Core US Aggregate Bond ETF shares in Q1 2018, an estimated $115K.
iShares Core US Aggregate Bond ETF made up 0.43% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #46 holding.
FinTrust Investment Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 3 quarters since.
FinTrust Investment Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $602K in Q3 2017.
872 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.