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

CWH 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
Q4 		$18.9M Buy
159,515
+9,352
+6% +$1.1M 7.92% 1
2020
Q3 		$17.7M Buy
150,163
+8,123
+6% +$964K 8.07% 1
2020
Q2 		$16.8M Buy
+142,040
New +$16.6M 8.18% 2

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

CWH Capital Management's AGG Position: Q4 2020 in Review

CWH Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.2% in Q4 2020, buying an estimated $1.1M and bringing the position to 159,515 shares worth $18.9M. The position accounts for 7.92% of the portfolio, ranked #1.

CWH Capital Management first reported a position in AGG in Q2 2020 and has held it in 3 quarters since. 1,454 funds tracked by Wall St. Rank hold AGG as of Q4 2020.

  • CWH Capital Management held 159,515 shares of iShares Core US Aggregate Bond ETF worth $18.9M as of Q4 2020.
  • CWH Capital Management bought 9,352 iShares Core US Aggregate Bond ETF shares in Q4 2020, an estimated $1.1M.
  • iShares Core US Aggregate Bond ETF made up 7.92% of CWH Capital Management's portfolio in Q4 2020, its #1 holding.
  • CWH Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • 1,454 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.