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Beaumont Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beaumont Asset 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
Q4 		– Sell
-1,723
Closed -$203K – 61
2020
Q3 		$203K Hold
1,723
– – 0.2% 57
2020
Q2 		$203K Buy
+1,723
New +$202K 0.21% 52

Other funds holding AGG

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Beaumont Asset Management's AGG Position: Q4 2020 in Review

Beaumont Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2020, closing a stake of 1,723 shares — an estimated $203K sold.

Beaumont Asset Management first reported a position in AGG in Q2 2020 and held it in 2 quarters. The position peaked at $203K in Q3 2020. 1,453 funds tracked by Wall St. Rank hold AGG as of Q4 2020.

  • Beaumont Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Beaumont Asset Management sold 1,723 iShares Core US Aggregate Bond ETF shares in Q4 2020, an estimated $203K.
  • Beaumont Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Beaumont Asset Management's iShares Core US Aggregate Bond ETF position peaked at $203K in Q3 2020.
  • 1,453 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2020.

Based on Beaumont Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.