JWA
AGGM

JFS Wealth Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

JFS Wealth Advisors’s Portfolio AGGM Stock Details AGGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-85
Closed -$10K – 542
2016
Q1 		$10K Buy
+85
New +$9.64K ﹤0.01% 390

Other funds holding AGGM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

JFS Wealth Advisors's AGGM Position: Q2 2016 in Review

JFS Wealth Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2016, closing a stake of 85 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in AGGM in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 42 funds tracked by Wall St. Rank hold AGGM as of Q2 2016.

  • JFS Wealth Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 85 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2016, an estimated $10K.
  • JFS Wealth Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2016 and held it in 1 quarter.
  • JFS Wealth Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $10K in Q1 2016.
  • 42 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2016.

Based on JFS Wealth Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.