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Lucia Wealth Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lucia Wealth Services’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
Q2 		– Sell
-372
Closed -$43K – 177
2020
Q1 		$43K Buy
+372
New +$42.4K 0.01% 169
2019
Q2 		– Sell
-195
Closed -$21K – 172
2019
Q1 		$21K Buy
+195
New +$20.9K 0.01% 171

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Lucia Wealth Services's AGG Position: Q2 2020 in Review

Lucia Wealth Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2020, closing a stake of 372 shares — an estimated $43K sold.

Lucia Wealth Services first reported a position in AGG in Q1 2019 and held it in 2 quarters. The position peaked at $43K in Q1 2020. 1,291 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

  • Lucia Wealth Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Lucia Wealth Services sold 372 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $43K.
  • Lucia Wealth Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and held it in 2 quarters.
  • Lucia Wealth Services's iShares Core US Aggregate Bond ETF position peaked at $43K in Q1 2020.
  • 1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Lucia Wealth Services's 13F filing for Q2 2020, filed 29 Jul 2020.