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

Financial Partners 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 		– Sell
-1,892
Closed -$223K – 104
2020
Q3 		$223K Hold
1,892
– – 0.06% 95
2020
Q2 		$224K Hold
1,892
– – 0.06% 92
2020
Q1 		$218K Buy
+1,892
New +$216K 0.07% 81

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Financial Partners Capital Management's AGG Position: Q4 2020 in Review

Financial Partners Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2020, closing a stake of 1,892 shares — an estimated $223K sold.

Financial Partners Capital Management first reported a position in AGG in Q1 2020 and held it in 3 quarters. The position peaked at $224K in Q2 2020. 1,452 funds tracked by Wall St. Rank hold AGG as of Q4 2020.

  • Financial Partners Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Financial Partners Capital Management sold 1,892 iShares Core US Aggregate Bond ETF shares in Q4 2020, an estimated $223K.
  • Financial Partners Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Financial Partners Capital Management's iShares Core US Aggregate Bond ETF position peaked at $224K in Q2 2020.
  • 1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2020.

Based on Financial Partners Capital Management's 13F filing for Q4 2020, filed 28 Feb 2023.