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

Independence 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
Q3 		$249K Sell
2,111
-7
-0.3% -$830 0.05% 85
2020
Q2 		$250K Hold
2,118
– – 0.06% 81
2020
Q1 		$244K Buy
2,118
+1,937
+1,070% +$221K 0.07% 66
2019
Q4 		$20K Buy
+181
New +$20.4K ﹤0.01% 136

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
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
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

Independence Advisors's AGG Position: Q3 2020 in Review

Independence Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.33% in Q3 2020, selling an estimated $830 and leaving 2,111 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #85.

Independence Advisors first reported a position in AGG in Q4 2019 and has held it in 4 quarters since. The position peaked at $250K in Q2 2020. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

  • Independence Advisors held 2,111 shares of iShares Core US Aggregate Bond ETF worth $249K as of Q3 2020.
  • Independence Advisors sold 7 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $830.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Independence Advisors's portfolio in Q3 2020, its #85 holding.
  • Independence Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares Core US Aggregate Bond ETF position peaked at $250K in Q2 2020.
  • 1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.