LI
AGGM

LVZ Inc’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

LVZ Inc’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
Q4 		– Sell
-2,555
Closed -$300K – 64
2016
Q3 		$300K Sell
2,555
-27
-1% -$3.17K 0.12% 45
2016
Q2 		$304K Hold
2,582
– – 0.14% 39
2016
Q1 		$297K Buy
2,582
+738
+40% +$83.7K 0.14% 36
2015
Q4 		$206K Hold
1,844
– – 0.12% 45
2015
Q3 		$209K Buy
+1,844
New +$208K 0.13% 39

Other funds holding AGGM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CSM
CAMG Solamere Management Charlotte, North Carolina $122M AUM 33.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

LVZ Inc's AGGM Position: Q4 2016 in Review

LVZ Inc sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2016, closing a stake of 2,555 shares — an estimated $300K sold.

LVZ Inc first reported a position in AGGM in Q3 2015 and held it in 5 quarters. The position peaked at $304K in Q2 2016. 41 funds tracked by Wall St. Rank hold AGGM as of Q4 2016.

  • LVZ Inc reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • LVZ Inc sold 2,555 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2016, an estimated $300K.
  • LVZ Inc first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q3 2015 and held it in 5 quarters.
  • LVZ Inc's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $304K in Q2 2016.
  • 41 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2016.

Based on LVZ Inc's 13F filing for Q4 2016, filed 27 Jan 2017.