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

Mariner Wealth Advisors (NYC)’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
2015 Q1	$4.55M	Buy	+40,859	New	+$4.54M	2.18%	12

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BIT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s AGG Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2015: 40,859 shares worth $4.55M. The stake represents 2.18% of the portfolio and ranks #12 among its holdings.

566 funds tracked by Wall St. Rank hold AGG as of Q1 2015.

Mariner Wealth Advisors (NYC) held 40,859 shares of iShares Core US Aggregate Bond ETF worth $4.55M as of Q1 2015.
iShares Core US Aggregate Bond ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Core US Aggregate Bond ETF made up 2.18% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #12 holding.
566 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.