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Lee Capital Holdings’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lee Capital Holdings’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
2021
Q1 		– Sell
-11,634
Closed -$1.38M – 92
2020
Q4 		$1.38M Buy
11,634
+6,896
+146% +$812K 0.81% 40
2020
Q3 		$559K Buy
+4,738
New +$562K 0.33% 53

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $147B AUM 18.73% 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

Lee Capital Holdings's AGG Position: Q1 2021 in Review

Lee Capital Holdings sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 11,634 shares — an estimated $1.38M sold.

Lee Capital Holdings first reported a position in AGG in Q3 2020 and held it in 2 quarters. The position peaked at $1.38M in Q4 2020. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • Lee Capital Holdings reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lee Capital Holdings sold 11,634 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $1.38M.
  • Lee Capital Holdings first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Lee Capital Holdings's iShares Core US Aggregate Bond ETF position peaked at $1.38M in Q4 2020.
  • 1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Lee Capital Holdings's 13F filing for Q1 2021, filed 14 May 2021.