MWP
AGGM

MYCIO Wealth Partners’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-197
Closed -$23K – 914
2016
Q2 		$23K Buy
+197
New +$22.8K ﹤0.01% 439

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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYCIO Wealth Partners's AGGM Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2016, closing a stake of 197 shares — an estimated $23K sold.

MYCIO Wealth Partners first reported a position in AGGM in Q2 2016 and held it in 1 quarter. The position peaked at $23K in Q2 2016. 45 funds tracked by Wall St. Rank hold AGGM as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 197 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2016, an estimated $23K.
  • MYCIO Wealth Partners first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2016 and held it in 1 quarter.
  • MYCIO Wealth Partners's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $23K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.