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Piershale Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Piershale Financial Group’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
2016
Q1 		– Sell
-121
Closed -$13K – 140
2015
Q4 		$13K Buy
+121
New +$13.2K 0.01% 98

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Piershale Financial Group's AGG Position: Q1 2016 in Review

Piershale Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2016, closing a stake of 121 shares — an estimated $13K sold.

Piershale Financial Group first reported a position in AGG in Q4 2015 and held it in 1 quarter. The position peaked at $13K in Q4 2015. 648 funds tracked by Wall St. Rank hold AGG as of Q1 2016.

  • Piershale Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Piershale Financial Group sold 121 iShares Core US Aggregate Bond ETF shares in Q1 2016, an estimated $13K.
  • Piershale Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 1 quarter.
  • Piershale Financial Group's iShares Core US Aggregate Bond ETF position peaked at $13K in Q4 2015.
  • 648 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2016.

Based on Piershale Financial Group's 13F filing for Q1 2016, filed 15 Apr 2016.