PCM
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Pennsylvania Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pennsylvania Capital Management’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
-3,452
Closed -$408K – 61
2020
Q2 		$408K Buy
+3,452
New +$404K 0.22% 75

Other funds holding AGG

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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

Pennsylvania Capital Management's AGG Position: Q3 2020 in Review

Pennsylvania Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 3,452 shares — an estimated $408K sold.

Pennsylvania Capital Management first reported a position in AGG in Q2 2020 and held it in 1 quarter. The position peaked at $408K in Q2 2020. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

  • Pennsylvania Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Pennsylvania Capital Management sold 3,452 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $408K.
  • Pennsylvania Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Pennsylvania Capital Management's iShares Core US Aggregate Bond ETF position peaked at $408K in Q2 2020.
  • 1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Pennsylvania Capital Management's 13F filing for Q3 2020, filed 7 Oct 2020.