SteelBridge Private Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SteelBridge Private Wealth 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
2017 Q3	–	Sell	-4,610	Closed	-$505K	–	33
2017 Q2	$505K	Hold	4,610	–	–	0.71%	32
2017 Q1	$500K	Hold	4,610	–	–	0.76%	30
2016 Q4	$499K	Hold	4,610	–	–	0.79%	30
2016 Q3	$518K	Hold	4,610	–	–	1.5%	13
2016 Q2	$519K	Buy	4,610 +2,750	+148%	+$305K	1.57%	12
2016 Q1	$206K	Buy	+1,860	New	+$204K	0.42%	44

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

MFRM

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

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

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

SteelBridge Private Wealth Advisors's AGG Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2017, closing a stake of 4,610 shares — an estimated $505K sold.

SteelBridge Private Wealth Advisors first reported a position in AGG in Q1 2016 and held it in 6 quarters. The position peaked at $519K in Q2 2016. 761 funds tracked by Wall St. Rank hold AGG as of Q3 2017.

SteelBridge Private Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2017 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 4,610 iShares Core US Aggregate Bond ETF shares in Q3 2017, an estimated $505K.
SteelBridge Private Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and held it in 6 quarters.
SteelBridge Private Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $519K in Q2 2016.
761 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.