Huber Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Huber Financial Advisors’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 Q1	$275K	Buy	2,385 +130	+6%	+$14.8K	0.1%	90
2019 Q4	$253K	Sell	2,255 -382	-14%	-$43K	0.09%	104
2019 Q3	$298K	Buy	2,637 +130	+5%	+$14.6K	0.12%	92
2019 Q2	$279K	Buy	2,507 +280	+13%	+$30.6K	0.12%	93
2019 Q1	$243K	Buy	2,227 +11	+0.5%	+$1.18K	0.12%	101
2018 Q4	$236K	Sell	2,216 -97	-4%	-$10.2K	0.13%	86
2018 Q3	$244K	Buy	2,313 +25	+1%	+$2.65K	0.19%	89
2018 Q2	$243K	Sell	2,288 -25	-1%	-$2.65K	0.22%	80
2018 Q1	$248K	Buy	2,313 +323	+16%	+$34.7K	0.24%	78
2017 Q4	$218K	Buy	+1,990	New	+$218K	0.24%	73

Other funds holding AGG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Huber Financial Advisors's AGG Position: Q1 2020 in Review

Huber Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q1 2020, buying an estimated $14.8K and bringing the position to 2,385 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #90.

Huber Financial Advisors first reported a position in AGG in Q4 2017 and has held it in 10 quarters since. The position peaked at $298K in Q3 2019. 1,220 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

Huber Financial Advisors held 2,385 shares of iShares Core US Aggregate Bond ETF worth $275K as of Q1 2020.
Huber Financial Advisors bought 130 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $14.8K.
iShares Core US Aggregate Bond ETF made up 0.1% of Huber Financial Advisors's portfolio in Q1 2020, its #90 holding.
Huber Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $298K in Q3 2019.
1,220 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.