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Asset Planning Services (Pennsylvania)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-3
Closed – – 80
2019
Q3 		$0 Buy
+3
New +$337 ﹤0.01% 267
2016
Q1 		– Sell
-2,750
Closed -$297K – 261
2015
Q4 		$297K Hold
2,750
– – 0.29% 46
2015
Q3 		$301K Buy
2,750
+1,108
+67% +$121K 0.3% 46
2015
Q2 		$179K Buy
+1,642
New +$181K 0.17% 53

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s AGG Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2019, closing a stake of 3 shares.

Asset Planning Services (Pennsylvania) first reported a position in AGG in Q2 2015 and held it in 4 quarters. The position peaked at $301K in Q3 2015. 1,195 funds tracked by Wall St. Rank hold AGG as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 3 iShares Core US Aggregate Bond ETF shares in Q4 2019.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and held it in 4 quarters.
  • Asset Planning Services (Pennsylvania)'s iShares Core US Aggregate Bond ETF position peaked at $301K in Q3 2015.
  • 1,195 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.