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

Lantz Financial’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
-1,783
Closed -$200K – 109
2019
Q4 		$200K Sell
1,783
-401
-18% -$45.2K 0.12% 128
2019
Q3 		$247K Hold
2,184
– – 0.17% 110
2019
Q2 		$243K Sell
2,184
-118
-5% -$12.9K 0.16% 112
2019
Q1 		$251K Buy
+2,302
New +$247K 0.18% 100

Other funds holding AGG

Wells Fargo
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

Lantz Financial's AGG Position: Q1 2020 in Review

Lantz Financial sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 1,783 shares — an estimated $200K sold.

Lantz Financial first reported a position in AGG in Q1 2019 and held it in 4 quarters. The position peaked at $251K in Q1 2019. 1,219 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

  • Lantz Financial reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Lantz Financial sold 1,783 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $200K.
  • Lantz Financial first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and held it in 4 quarters.
  • Lantz Financial's iShares Core US Aggregate Bond ETF position peaked at $251K in Q1 2019.
  • 1,219 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

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