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

Johanson 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 		– Sell
-28,040
Closed -$250K – 101
2019
Q4 		$250K Buy
+28,040
New +$3.16M 0.01% 222

Other funds holding AGG

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Johanson Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 28,040 shares — an estimated $250K sold.

Johanson Financial Advisors first reported a position in AGG in Q4 2019 and held it in 1 quarter. The position peaked at $250K in Q4 2019. 1,219 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

  • Johanson Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 28,040 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $250K.
  • Johanson Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $250K in Q4 2019.
  • 1,219 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.