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

SevenBridge 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
2019 Q3	–	Sell	-887	Closed	-$99K	–	152
2019 Q2	$99K	Buy	887 +778	+714%	+$85.1K	0.04%	205
2019 Q1	$12K	Hold	109	–	–	﹤0.01%	395
2018 Q4	$12K	Hold	109	–	–	0.01%	348
2018 Q3	$12K	Hold	109	–	–	0.01%	388
2018 Q2	$12K	Hold	109	–	–	0.01%	390
2018 Q1	$12K	Hold	109	–	–	0.01%	402
2017 Q4	$12K	Buy	+109	New	+$11.9K	0.01%	421
2016 Q3	–	Sell	-146	Closed	-$16K	–	620
2016 Q2	$16K	Buy	+146	New	+$16.2K	0.01%	439

Other funds holding AGG

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

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

BlackRock New York $5.72T AUM 30.48% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SevenBridge Financial Group's AGG Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2019, closing a stake of 887 shares — an estimated $99K sold.

SevenBridge Financial Group first reported a position in AGG in Q2 2016 and held it in 8 quarters. The position peaked at $99K in Q2 2019. 1,041 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 887 iShares Core US Aggregate Bond ETF shares in Q3 2019, an estimated $99K.
SevenBridge Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2016 and held it in 8 quarters.
SevenBridge Financial Group's iShares Core US Aggregate Bond ETF position peaked at $99K in Q2 2019.
1,041 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.