LeJeune Puetz Investment Counsel’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LeJeune Puetz Investment Counsel’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
2018 Q4	–	Sell	-1,037	Closed	-$109K	–	167
2018 Q3	$109K	Buy	+1,037	New	+$110K	0.06%	160
2018 Q2	–	Sell	-1,225	Closed	-$131K	–	161
2018 Q1	$131K	Sell	1,225 -100	-8%	-$10.7K	0.08%	137
2017 Q4	$145K	Hold	1,325	–	–	0.09%	133
2017 Q3	$145K	Hold	1,325	–	–	0.09%	133
2017 Q2	$145K	Hold	1,325	–	–	0.1%	132
2017 Q1	$144K	Sell	1,325 -100	-7%	-$10.8K	0.1%	132
2016 Q4	$154K	Buy	+1,425	New	+$156K	0.12%	124

Other funds holding AGG

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LeJeune Puetz Investment Counsel's AGG Position: Q4 2018 in Review

LeJeune Puetz Investment Counsel sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2018, closing a stake of 1,037 shares — an estimated $109K sold.

LeJeune Puetz Investment Counsel first reported a position in AGG in Q4 2016 and held it in 7 quarters. The position peaked at $154K in Q4 2016. 980 funds tracked by Wall St. Rank hold AGG as of Q4 2018.

LeJeune Puetz Investment Counsel reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
LeJeune Puetz Investment Counsel sold 1,037 iShares Core US Aggregate Bond ETF shares in Q4 2018, an estimated $109K.
LeJeune Puetz Investment Counsel first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 7 quarters.
LeJeune Puetz Investment Counsel's iShares Core US Aggregate Bond ETF position peaked at $154K in Q4 2016.
980 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2018.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q4 2018, filed 30 Jan 2019.