WFG Advisors’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

WFG Advisors’s Portfolio AGGM Stock Details AGGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-27	Closed	-$3K	–	1552
2016 Q4	$3K	Hold	27	–	–	﹤0.01%	1354
2016 Q3	$3K	Hold	27	–	–	﹤0.01%	1347
2016 Q2	$3K	Hold	27	–	–	﹤0.01%	1322
2016 Q1	$3K	Buy	+27	New	+$3.06K	﹤0.01%	1275

Other funds holding AGGM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BAC

Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CSM

CAMG Solamere Management Charlotte, North Carolina $122M AUM 33.76% 1-Year Est. Return

WFG Advisors's AGGM Position: Q1 2017 in Review

WFG Advisors sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q1 2017, closing a stake of 27 shares — an estimated $3K sold.

WFG Advisors first reported a position in AGGM in Q1 2016 and held it in 4 quarters. The position peaked at $3K in Q4 2016. 39 funds tracked by Wall St. Rank hold AGGM as of Q1 2017.

WFG Advisors reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 27 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q1 2017, an estimated $3K.
WFG Advisors first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2016 and held it in 4 quarters.
WFG Advisors's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $3K in Q4 2016.
39 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.