Mariner Wealth Advisors (Cincinnati)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$204K	Buy	+1,937	New	+$205K	0.01%	282
2018 Q2	–	Sell	-1,951	Closed	-$209K	–	297
2018 Q1	$209K	Sell	1,951 -1,023	-34%	-$110K	0.01%	269
2017 Q4	$325K	Buy	+2,974	New	+$325K	0.02%	222
2016 Q3	–	Sell	-1,941	Closed	-$219K	–	250
2016 Q2	$219K	Sell	1,941 -43	-2%	-$4.78K	0.02%	233
2016 Q1	$220K	Buy	1,984 +58	+3%	+$6.35K	0.02%	223
2015 Q4	$208K	Buy	+1,926	New	+$210K	0.02%	230

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

BlackRock New York $5.72T AUM 30.48% 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

MFRM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mariner Wealth Advisors (Cincinnati)'s AGG Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2018: 1,937 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: Mariner Wealth Advisors (Cincinnati) previously reported a position in AGG as recently as Q1 2018.

Mariner Wealth Advisors (Cincinnati) first reported a position in AGG in Q4 2015 and has held it in 6 quarters since. The position peaked at $325K in Q4 2017. 863 funds tracked by Wall St. Rank hold AGG as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,937 shares of iShares Core US Aggregate Bond ETF worth $204K as of Q3 2018.
iShares Core US Aggregate Bond ETF was a new Mariner Wealth Advisors (Cincinnati) position in Q3 2018.
iShares Core US Aggregate Bond ETF made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #282 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 6 quarters since.
Mariner Wealth Advisors (Cincinnati)'s iShares Core US Aggregate Bond ETF position peaked at $325K in Q4 2017.
863 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.