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CBIZ Investment Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CBIZ Investment Advisory Services’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 		– Hold
0
– – – 26
2020
Q1 		– Hold
0
– – – 27
2019
Q4 		– Hold
0
– – – 40

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RJA
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Bank of America
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Envestnet Asset Management
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Creative Planning
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return