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Norris Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Norris Financial Group’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
Q3 		– Sell
-10,675
Closed -$1.26M – 70
2020
Q2 		$1.26M Buy
10,675
+814
+8% +$95.3K 1.19% 19
2020
Q1 		$1.14M Buy
9,861
+1,530
+18% +$174K 1.26% 22
2019
Q4 		$936K Buy
+8,331
New +$939K 0.86% 28

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Norris Financial Group's AGG Position: Q3 2020 in Review

Norris Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 10,675 shares — an estimated $1.26M sold.

Norris Financial Group first reported a position in AGG in Q4 2019 and held it in 3 quarters. The position peaked at $1.26M in Q2 2020. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

  • Norris Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Norris Financial Group sold 10,675 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $1.26M.
  • Norris Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Norris Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.26M in Q2 2020.
  • 1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Norris Financial Group's 13F filing for Q3 2020, filed 2 Jun 2026.