Marcuard Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Marcuard Family Office’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
2014 Q3	$3.07M	Buy	+28,230	New	+$3.08M	6.61%	3

Other funds holding AGG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Marcuard Family Office's AGG Position: Q3 2014 in Review

Marcuard Family Office opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2014: 28,230 shares worth $3.07M. The stake represents 6.61% of the portfolio and ranks #3 among its holdings.

442 funds tracked by Wall St. Rank hold AGG as of Q3 2014.

Marcuard Family Office held 28,230 shares of iShares Core US Aggregate Bond ETF worth $3.07M as of Q3 2014.
iShares Core US Aggregate Bond ETF was a new Marcuard Family Office position in Q3 2014.
iShares Core US Aggregate Bond ETF made up 6.61% of Marcuard Family Office's portfolio in Q3 2014, its #3 holding.
442 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2014.

Based on Marcuard Family Office's 13F filing for Q3 2014, filed 16 Oct 2014.