OAJ
AGG icon

Ogorek Anthony Joseph’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ogorek Anthony Joseph’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
-91
Closed -$10K – 177
2020
Q2 		$10K Buy
91
+1
+1% +$117 0.01% 114
2020
Q1 		$10K Hold
90
– – 0.01% 114
2019
Q4 		$10K Sell
90
-550
-86% -$62K ﹤0.01% 139
2019
Q3 		$72K Buy
640
+410
+178% +$46.1K 0.04% 33
2019
Q2 		$25K Buy
+230
New +$25.1K 0.02% 57

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

Ogorek Anthony Joseph's AGG Position: Q3 2020 in Review

Ogorek Anthony Joseph sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 91 shares — an estimated $10K sold.

Ogorek Anthony Joseph first reported a position in AGG in Q2 2019 and held it in 5 quarters. The position peaked at $72K in Q3 2019. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

  • Ogorek Anthony Joseph reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 91 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $10K.
  • Ogorek Anthony Joseph first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and held it in 5 quarters.
  • Ogorek Anthony Joseph's iShares Core US Aggregate Bond ETF position peaked at $72K in Q3 2019.
  • 1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Ogorek Anthony Joseph's 13F filing for Q3 2020, filed 2 Nov 2020.