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

Capital Planning Advisors’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
-2,105
Closed -$237K – 112
2019
Q4 		$237K Buy
+2,105
New +$237K 0.06% 114
2015
Q4 		– Sell
-7,682
Closed -$842K – 104
2015
Q3 		$842K Buy
+7,682
New +$838K 0.55% 37

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Planning Advisors's AGG Position: Q1 2020 in Review

Capital Planning Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 2,105 shares — an estimated $237K sold.

Capital Planning Advisors first reported a position in AGG in Q3 2015 and held it in 2 quarters. The position peaked at $842K in Q3 2015. 1,219 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

  • Capital Planning Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Planning Advisors sold 2,105 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $237K.
  • Capital Planning Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2015 and held it in 2 quarters.
  • Capital Planning Advisors's iShares Core US Aggregate Bond ETF position peaked at $842K in Q3 2015.
  • 1,219 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on Capital Planning Advisors's 13F filing for Q1 2020, filed 11 May 2020.