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Engrave Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Engrave Wealth Partners’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
-36
Closed -$4K – 447
2020
Q1 		$4K Sell
36
-546
-94% -$62.2K ﹤0.01% 284
2019
Q4 		$65K Buy
+582
New +$65.6K 0.06% 110

Other funds holding AGG

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
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
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

Engrave Wealth Partners's AGG Position: Q2 2020 in Review

Engrave Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2020, closing a stake of 36 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in AGG in Q4 2019 and held it in 2 quarters. The position peaked at $65K in Q4 2019. 1,291 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

  • Engrave Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 36 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Engrave Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $65K in Q4 2019.
  • 1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.