FundX Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FundX Investment Group’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	-152,067	Closed	-$18M	–	35
2020 Q3	$18M	Buy	152,067 +12,964	+9%	+$1.54M	6.9%	5
2020 Q2	$16.4M	Sell	139,103 -321,110	-70%	-$37.6M	6.95%	4
2020 Q1	$53.1M	Buy	460,213 +287,653	+167%	+$32.8M	19.52%	1
2019 Q4	$19.4M	Sell	172,560 -2,208	-1%	-$249K	5.23%	5
2019 Q3	$19.8M	Sell	174,768 -641	-0.4%	-$72.1K	7.02%	6
2019 Q2	$19.5M	Buy	175,409 +3,868	+2%	+$423K	8.07%	5
2019 Q1	$18.7M	Buy	+171,541	New	+$18.4M	6.35%	5
2016 Q3	–	Sell	-36,964	Closed	-$4.16M	–	47
2016 Q2	$4.16M	Buy	+36,964	New	+$4.1M	1.04%	23

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

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

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

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

FundX Investment Group's AGG Position: Q4 2020 in Review

FundX Investment Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2020, closing a stake of 152,067 shares — an estimated $18M sold.

FundX Investment Group first reported a position in AGG in Q2 2016 and held it in 8 quarters. The position peaked at $53.1M in Q1 2020. 1,452 funds tracked by Wall St. Rank hold AGG as of Q4 2020.

FundX Investment Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
FundX Investment Group sold 152,067 iShares Core US Aggregate Bond ETF shares in Q4 2020, an estimated $18M.
FundX Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2016 and held it in 8 quarters.
FundX Investment Group's iShares Core US Aggregate Bond ETF position peaked at $53.1M in Q1 2020.
1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2020.

Based on FundX Investment Group's 13F filing for Q4 2020, filed 8 Feb 2021.