GWM
AGG icon

Gupta Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$581K Buy
5,243
+2,251
+75% +$246K 0.14% 132
2015
Q4 		$323K Buy
2,992
+496
+20% +$54K 0.08% 182
2015
Q3 		$274K Buy
2,496
+1,336
+115% +$146K 0.07% 204
2015
Q2 		$126K Buy
1,160
+272
+31% +$29.9K 0.03% 315
2015
Q1 		$99K Buy
+888
New +$98.6K 0.03% 305

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's AGG Position: Q1 2016 in Review

Gupta Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 75% in Q1 2016, buying an estimated $246K and bringing the position to 5,243 shares worth $581K. The position accounts for 0.14% of the portfolio, ranked #132.

Gupta Wealth Management first reported a position in AGG in Q1 2015 and has held it in 5 quarters since. 649 funds tracked by Wall St. Rank hold AGG as of Q1 2016.

  • Gupta Wealth Management held 5,243 shares of iShares Core US Aggregate Bond ETF worth $581K as of Q1 2016.
  • Gupta Wealth Management bought 2,251 iShares Core US Aggregate Bond ETF shares in Q1 2016, an estimated $246K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Gupta Wealth Management's portfolio in Q1 2016, its #132 holding.
  • Gupta Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • 649 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.