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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MFRM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldstein Munger & Associates's AGG Position: Q1 2017 in Review

Goldstein Munger & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2017, closing a stake of 3,205 shares — an estimated $346K sold.

Goldstein Munger & Associates first reported a position in AGG in Q2 2013 and held it in 11 quarters. The position peaked at $488K in Q2 2013. 746 funds tracked by Wall St. Rank hold AGG as of Q1 2017.

Goldstein Munger & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2017 after selling out during the quarter.
Goldstein Munger & Associates sold 3,205 iShares Core US Aggregate Bond ETF shares in Q1 2017, an estimated $346K.
Goldstein Munger & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 11 quarters.
Goldstein Munger & Associates's iShares Core US Aggregate Bond ETF position peaked at $488K in Q2 2013.
746 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2017.

Based on Goldstein Munger & Associates's 13F filing for Q1 2017, filed 19 Apr 2017.