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

Independence Wealth 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	–	Sell	-2,687	Closed	-$318K	–	14
2020 Q2	$318K	Sell	2,687 -69,470	-96%	-$8.13M	0.77%	16
2020 Q1	$8.32M	Buy	72,157 +3,457	+5%	+$394K	10.01%	1
2019 Q4	$7.72M	Buy	68,700 +16,208	+31%	+$1.83M	7.5%	5
2019 Q3	$5.94M	Sell	52,492 -2,371	-4%	-$267K	6.27%	9
2019 Q2	$6.11M	Buy	54,863 +2,513	+5%	+$275K	6.02%	9
2019 Q1	$5.71M	Sell	52,350 -4,225	-7%	-$453K	6.16%	9
2018 Q4	$6.03M	Buy	56,575 +169	+0.3%	+$17.7K	7.24%	7
2018 Q3	$5.95M	Buy	56,406 +2,971	+6%	+$315K	6.03%	9
2018 Q2	$5.68M	Buy	53,435 +5,253	+11%	+$557K	5.9%	9
2018 Q1	$5.17M	Sell	48,182 -792	-2%	-$85K	4.78%	10
2017 Q4	$5.35M	Buy	+48,974	New	+$5.35M	4.9%	11

Other funds holding AGG

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Wealth Advisors's AGG Position: Q3 2020 in Review

Independence Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 2,687 shares — an estimated $318K sold.

Independence Wealth Advisors first reported a position in AGG in Q4 2017 and held it in 11 quarters. The position peaked at $8.32M in Q1 2020. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

Independence Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Independence Wealth Advisors sold 2,687 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $318K.
Independence Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 11 quarters.
Independence Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $8.32M in Q1 2020.
1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

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