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FutureAdvisor’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FutureAdvisor’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
2015
Q3 		$41.2M Buy
375,613
+38,410
+11% +$4.19M 6.68% 3
2015
Q2 		$36.5M Buy
337,203
+78,987
+31% +$8.69M 6.41% 3
2015
Q1 		$28.7M Buy
258,216
+83,550
+48% +$9.28M 6.8% 2
2014
Q4 		$19.2M Buy
+174,666
New +$19.2M 6.54% 4

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

FutureAdvisor's AGG Position: Q3 2015 in Review

FutureAdvisor increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q3 2015, buying an estimated $4.19M and bringing the position to 375,613 shares worth $41.2M. The position accounts for 6.68% of the portfolio, ranked #3.

FutureAdvisor first reported a position in AGG in Q4 2014 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold AGG as of Q3 2015.

  • FutureAdvisor held 375,613 shares of iShares Core US Aggregate Bond ETF worth $41.2M as of Q3 2015.
  • FutureAdvisor bought 38,410 iShares Core US Aggregate Bond ETF shares in Q3 2015, an estimated $4.19M.
  • iShares Core US Aggregate Bond ETF made up 6.68% of FutureAdvisor's portfolio in Q3 2015, its #3 holding.
  • FutureAdvisor first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • 574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.