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Signator Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Signator Financial Services’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
2013
Q3 		$206K Sell
1,918
-50
-3% -$5.33K 0.2% 42
2013
Q2 		$211K Buy
+1,968
New +$216K 0.23% 40

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Signator Financial Services's AGG Position: Q3 2013 in Review

Signator Financial Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q3 2013, selling an estimated $5.33K and leaving 1,918 shares worth $206K. The position accounts for 0.2% of the portfolio, ranked #42.

Signator Financial Services first reported a position in AGG in Q2 2013 and has held it in 2 quarters since. The position peaked at $211K in Q2 2013. 370 funds tracked by Wall St. Rank hold AGG as of Q3 2013.

  • Signator Financial Services held 1,918 shares of iShares Core US Aggregate Bond ETF worth $206K as of Q3 2013.
  • Signator Financial Services sold 50 iShares Core US Aggregate Bond ETF shares in Q3 2013, an estimated $5.33K.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Signator Financial Services's portfolio in Q3 2013, its #42 holding.
  • Signator Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Signator Financial Services's iShares Core US Aggregate Bond ETF position peaked at $211K in Q2 2013.
  • 370 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.