HF
AGG icon

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

Hoxton Financial’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 		– Sell
-343
Closed -$37K – 336
2015
Q2 		$37K Buy
+343
New +$37.7K 0.02% 152
2014
Q3 		– Sell
-40
Closed -$4K – 321
2014
Q2 		$4K Sell
40
-32
-44% -$3.48K ﹤0.01% 253
2014
Q1 		$8K Sell
72
-1,387
-95% -$149K ﹤0.01% 229
2013
Q4 		$155K Sell
1,459
-15,592
-91% -$1.67M 0.07% 95
2013
Q3 		$1.83M Sell
17,051
-3,805
-18% -$405K 1.78% 11
2013
Q2 		$2.24M Buy
+20,856
New +$2.29M 1.26% 19

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