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Hobart Private Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hobart Private Capital’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
Q3 		– Sell
-1,842
Closed -$218K – 137
2020
Q2 		$218K Buy
+1,842
New +$216K 0.12% 142
2019
Q2 		– Sell
-1,938
Closed -$211K – 147
2019
Q1 		$211K Buy
+1,938
New +$208K 0.16% 156
2018
Q3 		– Sell
-8,295
Closed -$882K – 142
2018
Q2 		$882K Buy
8,295
+3,734
+82% +$396K 0.72% 48
2018
Q1 		$489K Buy
4,561
+2,041
+81% +$219K 0.43% 69
2017
Q4 		$276K Buy
+2,520
New +$276K 0.25% 97

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RJA
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return