Stanford Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-4,368	Closed	-$472K	–	6
2016 Q4	$472K	Buy	4,368 +21	+0.5%	+$2.3K	0.23%	32
2016 Q3	$489K	Buy	4,347 +15	+0.3%	+$1.69K	0.23%	34
2016 Q2	$488K	Buy	4,332 +2,651	+158%	+$294K	0.25%	30
2016 Q1	$186K	Buy	1,681 +183	+12%	+$20K	0.1%	53
2015 Q4	$162K	Buy	1,498 +1,203	+408%	+$131K	0.09%	63
2015 Q3	$32K	Buy	+295	New	+$32.2K	0.02%	164

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MFRM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stanford Investment Group's AGG Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2017, closing a stake of 4,368 shares — an estimated $472K sold.

Stanford Investment Group first reported a position in AGG in Q3 2015 and held it in 6 quarters. The position peaked at $489K in Q3 2016. 746 funds tracked by Wall St. Rank hold AGG as of Q1 2017.

Stanford Investment Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 4,368 iShares Core US Aggregate Bond ETF shares in Q1 2017, an estimated $472K.
Stanford Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2015 and held it in 6 quarters.
Stanford Investment Group's iShares Core US Aggregate Bond ETF position peaked at $489K in Q3 2016.
746 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.