MYCIO Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MYCIO Wealth Partners’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	-176	Closed	-$20K	–	40
2019 Q4	$20K	Sell	176 -649	-79%	-$73.1K	﹤0.01%	434
2019 Q3	$93K	Buy	825 +749	+986%	+$84.2K	0.01%	330
2019 Q2	$8K	Buy	+76	New	+$8.31K	﹤0.01%	388
2016 Q4	–	Sell	-76	Closed	-$9K	–	229
2016 Q3	$9K	Hold	76	–	–	﹤0.01%	582
2016 Q2	$9K	Hold	76	–	–	﹤0.01%	571
2016 Q1	$8K	Hold	76	–	–	﹤0.01%	544
2015 Q4	$8K	Hold	76	–	–	﹤0.01%	555
2015 Q3	$8K	Hold	76	–	–	﹤0.01%	587
2015 Q2	$8K	Hold	76	–	–	﹤0.01%	542
2015 Q1	$8K	Hold	76	–	–	﹤0.01%	500
2014 Q4	$8K	Hold	76	–	–	﹤0.01%	480
2014 Q3	$8K	Hold	76	–	–	﹤0.01%	467
2014 Q2	$8K	Hold	76	–	–	﹤0.01%	486
2014 Q1	$8K	Hold	76	–	–	﹤0.01%	483
2013 Q4	$8K	Hold	76	–	–	﹤0.01%	464
2013 Q3	$8K	Hold	76	–	–	﹤0.01%	423
2013 Q2	$8K	Buy	+76	New	+$8.35K	﹤0.01%	440

Other funds holding AGG

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYCIO Wealth Partners's AGG Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 176 shares — an estimated $20K sold.

MYCIO Wealth Partners first reported a position in AGG in Q2 2013 and held it in 17 quarters. The position peaked at $93K in Q3 2019. 1,219 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 176 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $20K.
MYCIO Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 17 quarters.
MYCIO Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $93K in Q3 2019.
1,219 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.