FHC
AGGM

First Heartland Consultants’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

First Heartland Consultants’s Portfolio AGGM Stock Details AGGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,250
Closed -$138K – 278
2013
Q2 		$138K Buy
+1,250
New +$142K 0.08% 217

Other funds holding AGGM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Heartland Consultants's AGGM Position: Q3 2013 in Review

First Heartland Consultants sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2013, closing a stake of 1,250 shares — an estimated $138K sold.

First Heartland Consultants first reported a position in AGGM in Q2 2013 and held it in 1 quarter. The position peaked at $138K in Q2 2013. 28 funds tracked by Wall St. Rank hold AGGM as of Q3 2013.

  • First Heartland Consultants reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 1,250 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2013, an estimated $138K.
  • First Heartland Consultants first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $138K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.