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Axiom Financial Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Axiom Financial Strategies’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 		– Sell
-2,031
Closed -$234K – 69
2020
Q1 		$234K Buy
+2,031
New +$231K 0.19% 52

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

Axiom Financial Strategies's AGG Position: Q2 2020 in Review

Axiom Financial Strategies sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2020, closing a stake of 2,031 shares — an estimated $234K sold.

Axiom Financial Strategies first reported a position in AGG in Q1 2020 and held it in 1 quarter. The position peaked at $234K in Q1 2020. 1,292 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

  • Axiom Financial Strategies reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Axiom Financial Strategies sold 2,031 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $234K.
  • Axiom Financial Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Axiom Financial Strategies's iShares Core US Aggregate Bond ETF position peaked at $234K in Q1 2020.
  • 1,292 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Axiom Financial Strategies's 13F filing for Q2 2020, filed 23 Nov 2020.