JA
AGG icon

JVL Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

JVL Associates’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
Q3 		– Sell
-2,012
Closed -$224K – 42
2019
Q2 		$224K Sell
2,012
-79
-4% -$8.64K 0.19% 38
2019
Q1 		$228K Buy
+2,091
New +$224K 0.21% 36

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JVL Associates's AGG Position: Q3 2019 in Review

JVL Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2019, closing a stake of 2,012 shares — an estimated $224K sold.

JVL Associates first reported a position in AGG in Q1 2019 and held it in 2 quarters. The position peaked at $228K in Q1 2019. 1,042 funds tracked by Wall St. Rank hold AGG as of Q3 2019.

  • JVL Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • JVL Associates sold 2,012 iShares Core US Aggregate Bond ETF shares in Q3 2019, an estimated $224K.
  • JVL Associates first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and held it in 2 quarters.
  • JVL Associates's iShares Core US Aggregate Bond ETF position peaked at $228K in Q1 2019.
  • 1,042 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2019.

Based on JVL Associates's 13F filing for Q3 2019, filed 8 Mar 2022.