PPA
AGGM

Parametric Portfolio Associates’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Parametric Portfolio Associates’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
2013
Q4 		– Sell
-4,400
Closed -$480K – 3825
2013
Q3 		$480K Sell
4,400
-3,400
-44% -$373K ﹤0.01% 3124
2013
Q2 		$860K Buy
+7,800
New +$888K ﹤0.01% 2554

Other funds holding AGGM

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Parametric Portfolio Associates's AGGM Position: Q4 2013 in Review

Parametric Portfolio Associates sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2013, closing a stake of 4,400 shares — an estimated $480K sold.

Parametric Portfolio Associates first reported a position in AGGM in Q2 2013 and held it in 2 quarters. The position peaked at $860K in Q2 2013. 27 funds tracked by Wall St. Rank hold AGGM as of Q4 2013.

  • Parametric Portfolio Associates reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Parametric Portfolio Associates sold 4,400 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2013, an estimated $480K.
  • Parametric Portfolio Associates first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2013 and held it in 2 quarters.
  • Parametric Portfolio Associates's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $860K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2013.

Based on Parametric Portfolio Associates's 13F filing for Q4 2013, filed 13 Feb 2014.