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Osborn Williams & Donohoe’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-29,462
Closed -$3.2M – 326
2019
Q1 		$3.2M Buy
+29,462
New +$3.16M 0.33% 84

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
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
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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osborn Williams & Donohoe's AGG Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2019, closing a stake of 29,462 shares — an estimated $3.2M sold.

Osborn Williams & Donohoe first reported a position in AGG in Q1 2019 and held it in 1 quarter. The position peaked at $3.2M in Q1 2019. 1,006 funds tracked by Wall St. Rank hold AGG as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 29,462 iShares Core US Aggregate Bond ETF shares in Q2 2019, an estimated $3.2M.
  • Osborn Williams & Donohoe first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares Core US Aggregate Bond ETF position peaked at $3.2M in Q1 2019.
  • 1,006 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.