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Nachman Norwood & Parrott’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-381
Closed -$45K – 283
2020
Q3 		$45K Buy
+381
New +$45.2K 0.01% 464

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Nachman Norwood & Parrott's AGG Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2020, closing a stake of 381 shares — an estimated $45K sold.

Nachman Norwood & Parrott first reported a position in AGG in Q3 2020 and held it in 1 quarter. The position peaked at $45K in Q3 2020. 1,453 funds tracked by Wall St. Rank hold AGG as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 381 iShares Core US Aggregate Bond ETF shares in Q4 2020, an estimated $45K.
  • Nachman Norwood & Parrott first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Core US Aggregate Bond ETF position peaked at $45K in Q3 2020.
  • 1,453 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.