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

FolioMetrix’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
2015 Q2	$123K	Sell	1,091 -782	-42%	-$89K	0.05%	200
2015 Q1	$217K	Sell	1,873 -721	-28%	-$83.1K	0.11%	138
2014 Q4	$290K	Buy	+2,594	New	+$295K	0.21%	100

Other funds holding AGGM

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

BAC

Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FolioMetrix's AGGM Position: Q2 2015 in Review

FolioMetrix reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 42% in Q2 2015, selling an estimated $89K and leaving 1,091 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #200.

FolioMetrix first reported a position in AGGM in Q4 2014 and has held it in 3 quarters since. The position peaked at $290K in Q4 2014. 31 funds tracked by Wall St. Rank hold AGGM as of Q2 2015.

FolioMetrix held 1,091 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $123K as of Q2 2015.
FolioMetrix sold 782 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2015, an estimated $89K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.05% of FolioMetrix's portfolio in Q2 2015, its #200 holding.
FolioMetrix first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2014 and has held it in 3 quarters since.
FolioMetrix's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $290K in Q4 2014.
31 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.