GFS Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

GFS Private Wealth’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 Q4	$1.13M	Buy	+10,312	New	+$1.13M	0.39%	30

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MFRM

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

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

GFS Private Wealth's AGG Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2017: 10,312 shares worth $1.13M. The stake represents 0.39% of the portfolio and ranks #30 among its holdings.

890 funds tracked by Wall St. Rank hold AGG as of Q4 2017.

GFS Private Wealth held 10,312 shares of iShares Core US Aggregate Bond ETF worth $1.13M as of Q4 2017.
iShares Core US Aggregate Bond ETF was a new GFS Private Wealth position in Q4 2017.
iShares Core US Aggregate Bond ETF made up 0.39% of GFS Private Wealth's portfolio in Q4 2017, its #30 holding.
890 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.