IWP
AGG icon

Icon Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-1,535
Closed -$167K – 178
2019
Q1 		$167K Sell
1,535
-1
-0.1% -$107 0.06% 166
2018
Q4 		$164K Buy
1,536
+139
+10% +$14.6K 0.08% 157
2018
Q3 		$147K Buy
1,397
+537
+62% +$57K 0.06% 209
2018
Q2 		$91K Buy
+860
New +$91.2K 0.04% 255
2018
Q1 		– Sell
-1,417
Closed -$155K – 263
2017
Q4 		$155K Buy
+1,417
New +$155K 0.08% 206

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Icon Wealth Partners's AGG Position: Q2 2019 in Review

Icon Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2019, closing a stake of 1,535 shares — an estimated $167K sold.

Icon Wealth Partners first reported a position in AGG in Q4 2017 and held it in 5 quarters. The position peaked at $167K in Q1 2019. 1,006 funds tracked by Wall St. Rank hold AGG as of Q2 2019.

  • Icon Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,535 iShares Core US Aggregate Bond ETF shares in Q2 2019, an estimated $167K.
  • Icon Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 5 quarters.
  • Icon Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $167K in Q1 2019.
  • 1,006 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.