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Klingman & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Klingman & Associates’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
Q2 		– Sell
-446
Closed -$50K – 401
2015
Q1 		$50K Buy
+446
New +$49.5K 0.02% 173

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Klingman & Associates's AGG Position: Q2 2015 in Review

Klingman & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2015, closing a stake of 446 shares — an estimated $50K sold.

Klingman & Associates first reported a position in AGG in Q1 2015 and held it in 1 quarter. The position peaked at $50K in Q1 2015. 564 funds tracked by Wall St. Rank hold AGG as of Q2 2015.

  • Klingman & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Klingman & Associates sold 446 iShares Core US Aggregate Bond ETF shares in Q2 2015, an estimated $50K.
  • Klingman & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and held it in 1 quarter.
  • Klingman & Associates's iShares Core US Aggregate Bond ETF position peaked at $50K in Q1 2015.
  • 564 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2015.

Based on Klingman & Associates's 13F filing for Q2 2015, filed 9 Feb 2016.