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

CXI 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
2019 Q4	$9K	Buy	+81	New	+$9.13K	0.02%	122

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CXI Advisors's AGG Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2019: 81 shares worth $9K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings.

1,197 funds tracked by Wall St. Rank hold AGG as of Q4 2019.

CXI Advisors held 81 shares of iShares Core US Aggregate Bond ETF worth $9K as of Q4 2019.
iShares Core US Aggregate Bond ETF was a new CXI Advisors position in Q4 2019.
iShares Core US Aggregate Bond ETF made up 0.02% of CXI Advisors's portfolio in Q4 2019, its #122 holding.
1,197 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.