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

Capital Square’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
-184
Closed -$21K – 143
2020
Q1 		$21K Buy
+184
New +$21K 0.02% 286

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

Capital Square's AGG Position: Q2 2020 in Review

Capital Square sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2020, closing a stake of 184 shares — an estimated $21K sold.

Capital Square first reported a position in AGG in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 1,291 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

  • Capital Square reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Square sold 184 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $21K.
  • Capital Square first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Capital Square's iShares Core US Aggregate Bond ETF position peaked at $21K in Q1 2020.
  • 1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.