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Kelman-Lazarov Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-135
Closed -$14.6K – 106
2016
Q4 		$14.6K Hold
135
– – 0.01% 234
2016
Q3 		$15.1K Hold
135
– – 0.01% 263
2016
Q2 		$15.2K Hold
135
– – 0.01% 256
2016
Q1 		$15K Buy
+135
New +$14.8K 0.01% 262

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $147B AUM 18.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kelman-Lazarov Inc's AGG Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2017, closing a stake of 135 shares — an estimated $14.6K sold.

Kelman-Lazarov Inc first reported a position in AGG in Q1 2016 and held it in 4 quarters. The position peaked at $15.2K in Q2 2016. 744 funds tracked by Wall St. Rank hold AGG as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 135 iShares Core US Aggregate Bond ETF shares in Q1 2017, an estimated $14.6K.
  • Kelman-Lazarov Inc first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's iShares Core US Aggregate Bond ETF position peaked at $15.2K in Q2 2016.
  • 744 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.