Rex Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Rex Capital Advisors’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 Q1	–	Sell	-3,925	Closed	-$429K	–	16
2017 Q4	$429K	Hold	3,925	–	–	0.38%	10
2017 Q3	$430K	Hold	3,925	–	–	0.34%	23
2017 Q2	$430K	Hold	3,925	–	–	0.36%	22
2017 Q1	$426K	Hold	3,925	–	–	0.37%	21
2016 Q4	$424K	Hold	3,925	–	–	0.4%	12
2016 Q3	$441K	Buy	+3,925	New	+$441K	0.48%	10

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

Rex Capital Advisors's AGG Position: Q1 2018 in Review

Rex Capital Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2018, closing a stake of 3,925 shares — an estimated $429K sold.

Rex Capital Advisors first reported a position in AGG in Q3 2016 and held it in 6 quarters. The position peaked at $441K in Q3 2016. 872 funds tracked by Wall St. Rank hold AGG as of Q1 2018.

Rex Capital Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
Rex Capital Advisors sold 3,925 iShares Core US Aggregate Bond ETF shares in Q1 2018, an estimated $429K.
Rex Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and held it in 6 quarters.
Rex Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $441K in Q3 2016.
872 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2018.

Based on Rex Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.