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

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $171B AUM 24.68% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Hobart Private Capital's AGG Position: Q3 2020 in Review

Hobart Private Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 1,842 shares — an estimated $218K sold.

Hobart Private Capital first reported a position in AGG in Q4 2017 and held it in 5 quarters. The position peaked at $882K in Q2 2018. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

Hobart Private Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Hobart Private Capital sold 1,842 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $218K.
Hobart Private Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 5 quarters.
Hobart Private Capital's iShares Core US Aggregate Bond ETF position peaked at $882K in Q2 2018.
1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Hobart Private Capital's 13F filing for Q3 2020, filed 11 Mar 2024.