Taurus Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Taurus Asset Management’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	-6,800	Closed	-$735K	–	94
2016 Q4	$735K	Hold	6,800	–	–	0.13%	64
2016 Q3	$764K	Hold	6,800	–	–	0.14%	62
2016 Q2	$766K	Hold	6,800	–	–	0.13%	60
2016 Q1	$754K	Hold	6,800	–	–	0.14%	64
2015 Q4	$734K	Hold	6,800	–	–	0.14%	65
2015 Q3	$745K	Hold	6,800	–	–	0.14%	69
2015 Q2	$740K	Hold	6,800	–	–	0.13%	70
2015 Q1	$758K	Hold	6,800	–	–	0.14%	70
2014 Q4	$749K	Hold	6,800	–	–	0.13%	74
2014 Q3	$742K	Hold	6,800	–	–	0.14%	74
2014 Q2	$744K	Hold	6,800	–	–	0.14%	75
2014 Q1	$734K	Hold	6,800	–	–	0.15%	75
2013 Q4	$724K	Hold	6,800	–	–	0.15%	80
2013 Q3	$729K	Hold	6,800	–	–	0.17%	78
2013 Q2	$729K	Buy	+6,800	New	+$747K	0.17%	77

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

Taurus Asset Management's AGG Position: Q1 2017 in Review

Taurus Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2017, closing a stake of 6,800 shares — an estimated $735K sold.

Taurus Asset Management first reported a position in AGG in Q2 2013 and held it in 15 quarters. The position peaked at $766K in Q2 2016. 746 funds tracked by Wall St. Rank hold AGG as of Q1 2017.

Taurus Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2017 after selling out during the quarter.
Taurus Asset Management sold 6,800 iShares Core US Aggregate Bond ETF shares in Q1 2017, an estimated $735K.
Taurus Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 15 quarters.
Taurus Asset Management's iShares Core US Aggregate Bond ETF position peaked at $766K in Q2 2016.
746 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2017.

Based on Taurus Asset Management's 13F filing for Q1 2017, filed 15 May 2017.