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 $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAIM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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.

1,196 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.
1,196 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.