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Argent Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Argent Wealth 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
2020
Q2 		$5.99M Sell
50,663
-249
-0.5% -$29.1K 1% 26
2020
Q1 		$5.88M Sell
50,912
-14,965
-23% -$1.71M 1.2% 23
2019
Q4 		$7.4M Buy
+65,877
New +$7.42M 1.24% 22

Other funds holding AGG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Argent Wealth Management's AGG Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.49% in Q2 2020, selling an estimated $29.1K and leaving 50,663 shares worth $5.99M. The position accounts for 1% of the portfolio, ranked #26.

Argent Wealth Management first reported a position in AGG in Q4 2019 and has held it in 3 quarters since. The position peaked at $7.4M in Q4 2019. 1,291 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

  • Argent Wealth Management held 50,663 shares of iShares Core US Aggregate Bond ETF worth $5.99M as of Q2 2020.
  • Argent Wealth Management sold 249 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $29.1K.
  • iShares Core US Aggregate Bond ETF made up 1% of Argent Wealth Management's portfolio in Q2 2020, its #26 holding.
  • Argent Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $7.4M in Q4 2019.
  • 1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.