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

Intellectus 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
2018
Q4 		– Sell
-5,500
Closed -$580K – 274
2018
Q3 		$580K Buy
+5,500
New +$583K 0.2% 126

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BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
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

Intellectus Partners's AGG Position: Q3 2020 in Review

Intellectus Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 6,850 shares — an estimated $810K sold.

Intellectus Partners first reported a position in AGG in Q2 2017 and held it in 11 quarters. The position peaked at $988K in Q1 2020. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

  • Intellectus Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Intellectus Partners sold 6,850 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $810K.
  • Intellectus Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and held it in 11 quarters.
  • Intellectus Partners's iShares Core US Aggregate Bond ETF position peaked at $988K in Q1 2020.
  • 1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Intellectus Partners's 13F filing for Q3 2020, filed 16 Nov 2020.