LFG
AGGM

LifePlan Financial Group’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

LifePlan Financial Group’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
-41,022
Closed -$4.72M – 101
2016
Q1 		$4.72M Buy
41,022
+11,029
+37% +$1.25M 3.35% 7
2015
Q4 		$3.35M Buy
29,993
+817
+3% +$92K 2.38% 17
2015
Q3 		$3.3M Buy
+29,176
New +$3.29M 2.4% 18

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

LifePlan Financial Group's AGGM Position: Q2 2016 in Review

LifePlan Financial Group sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2016, closing a stake of 41,022 shares — an estimated $4.72M sold.

LifePlan Financial Group first reported a position in AGGM in Q3 2015 and held it in 3 quarters. The position peaked at $4.72M in Q1 2016. 42 funds tracked by Wall St. Rank hold AGGM as of Q2 2016.

  • LifePlan Financial Group reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • LifePlan Financial Group sold 41,022 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2016, an estimated $4.72M.
  • LifePlan Financial Group first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2015 and held it in 3 quarters.
  • LifePlan Financial Group's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $4.72M 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 LifePlan Financial Group's 13F filing for Q2 2016, filed 7 Jul 2016.