Investors Capital Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$2.93M Buy
26,027
+5,554
+27% +$617K 0.56% 28
2016
Q1
$2.27M Buy
20,473
+9,031
+79% +$988K 0.45% 45
2015
Q4
$1.24M Buy
11,442
+2,054
+22% +$224K 0.24% 106
2015
Q3
$1.03M Buy
9,388
+1,801
+24% +$196K 0.21% 126
2015
Q2
$825K Buy
7,587
+239
+3% +$26.3K 0.15% 194
2015
Q1
$818K Buy
7,348
+1,366
+23% +$152K 0.15% 193
2014
Q4
$658K Buy
5,982
+874
+17% +$96.2K 0.13% 234
2014
Q3
$557K Sell
5,108
-908
-15% -$99.1K 0.11% 270
2014
Q2
$658K Sell
6,016
-27
-0.4% -$2.94K 0.11% 281
2014
Q1
$652K Buy
6,043
+839
+16% +$90.3K 0.14% 219
2013
Q4
$553K Sell
5,204
-193
-4% -$20.7K 0.13% 235
2013
Q3
$578K Sell
5,397
-1,437
-21% -$153K 0.15% 207
2013
Q2
$732K Buy
+6,834
New +$751K 0.22% 126

Other funds holding AGG

Investors Capital Advisory Services's AGG Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 27% in Q2 2016, buying an estimated $617K and bringing the position to 26,027 shares worth $2.93M. The position accounts for 0.56% of the portfolio, ranked #28.

Investors Capital Advisory Services first reported a position in AGG in Q2 2013 and has held it in 13 quarters since. 687 funds tracked by Wall St. Rank hold AGG as of Q2 2016.

  • Investors Capital Advisory Services held 26,027 shares of iShares Core US Aggregate Bond ETF worth $2.93M as of Q2 2016.
  • Investors Capital Advisory Services bought 5,554 iShares Core US Aggregate Bond ETF shares in Q2 2016, an estimated $617K.
  • iShares Core US Aggregate Bond ETF made up 0.56% of Investors Capital Advisory Services's portfolio in Q2 2016, its #28 holding.
  • Investors Capital Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 13 quarters since.
  • 687 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.