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Moulton Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Moulton Wealth Management’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
-28,721
Closed -$3.25M – 13
2019
Q4 		$3.25M Buy
+28,721
New +$3.24M 2.68% 14

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

Moulton Wealth Management's AGG Position: Q1 2020 in Review

Moulton Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 28,721 shares — an estimated $3.25M sold.

Moulton Wealth Management first reported a position in AGG in Q4 2019 and held it in 1 quarter. The position peaked at $3.25M in Q4 2019. 1,219 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

  • Moulton Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Moulton Wealth Management sold 28,721 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $3.25M.
  • Moulton Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Moulton Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $3.25M in Q4 2019.
  • 1,219 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on Moulton Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.