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Goldstein Munger & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Goldstein Munger & Associates’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
Q1 		– Sell
-3,205
Closed -$346K – 41
2016
Q4 		$346K Hold
3,205
– – 0.15% 28
2016
Q3 		$360K Buy
3,205
+400
+14% +$45K 0.16% 25
2016
Q2 		$316K Hold
2,805
– – 0.15% 27
2016
Q1 		$311K Hold
2,805
– – 0.14% 27
2015
Q4 		$303K Hold
2,805
– – 0.13% 26
2015
Q3 		$307K Hold
2,805
– – 0.14% 26
2015
Q2 		$305K Hold
2,805
– – 0.13% 27
2015
Q1 		$313K Hold
2,805
– – 0.13% 26
2014
Q4 		$309K Buy
+2,805
New +$309K 0.13% 26
2013
Q4 		– Sell
-2,104
Closed -$226K – 31
2013
Q3 		$226K Sell
2,104
-2,450
-54% -$261K 0.09% 30
2013
Q2 		$488K Buy
+4,554
New +$500K 0.18% 25

Other funds holding AGG

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return