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Asio Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Asio Capital’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
Q1 		– Sell
-50
Closed -$5K – 80
2019
Q4 		$5K Buy
+50
New +$5.63K ﹤0.01% 180

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Jones Financial Companies
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Asio Capital's AGG Position: Q1 2020 in Review

Asio Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 50 shares — an estimated $5K sold.

Asio Capital first reported a position in AGG in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 1,218 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

  • Asio Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Asio Capital sold 50 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $5K.
  • Asio Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Asio Capital's iShares Core US Aggregate Bond ETF position peaked at $5K in Q4 2019.
  • 1,218 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on Asio Capital's 13F filing for Q1 2020, filed 28 Apr 2020.