Independent Portfolio Consultants’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Independent Portfolio Consultants’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	–	Sell	-2,610	Closed	-$282K	–	747
2015 Q4	$282K	Hold	2,610	–	–	0.08%	288
2015 Q3	$286K	Hold	2,610	–	–	0.06%	306
2015 Q2	$284K	Hold	2,610	–	–	0.06%	317
2015 Q1	$291K	Hold	2,610	–	–	0.06%	302
2014 Q4	$287K	Hold	2,610	–	–	0.06%	316
2014 Q3	$285K	Hold	2,610	–	–	0.08%	405
2014 Q2	$286K	Hold	2,610	–	–	0.08%	381
2014 Q1	$281K	Buy	+2,610	New	+$281K	0.09%	375

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RJA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Portfolio Consultants's AGG Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2016, closing a stake of 2,610 shares — an estimated $282K sold.

Independent Portfolio Consultants first reported a position in AGG in Q1 2014 and held it in 8 quarters. The position peaked at $291K in Q1 2015. 648 funds tracked by Wall St. Rank hold AGG as of Q1 2016.

Independent Portfolio Consultants reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 2,610 iShares Core US Aggregate Bond ETF shares in Q1 2016, an estimated $282K.
Independent Portfolio Consultants first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and held it in 8 quarters.
Independent Portfolio Consultants's iShares Core US Aggregate Bond ETF position peaked at $291K in Q1 2015.
648 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.