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

Cox Capital 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
Q2 		– Sell
-600
Closed -$67K – 81
2020
Q1 		$67K Buy
+600
New +$68.4K 0.06% 95

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BlackRock
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RJA
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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

Cox Capital Management's AGG Position: Q2 2020 in Review

Cox Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2020, closing a stake of 600 shares — an estimated $67K sold.

Cox Capital Management first reported a position in AGG in Q1 2020 and held it in 1 quarter. The position peaked at $67K in Q1 2020. 1,291 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

  • Cox Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Cox Capital Management sold 600 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $67K.
  • Cox Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Cox Capital Management's iShares Core US Aggregate Bond ETF position peaked at $67K in Q1 2020.
  • 1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.