Private Portfolio Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Private Portfolio Partners’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 Q2	–	Sell	-1,930	Closed	-$222K	–	195
2020 Q1	$222K	Sell	1,930 -950	-33%	-$108K	0.12%	164
2019 Q4	$324K	Buy	2,880 +21	+0.7%	+$2.37K	0.14%	144
2019 Q3	$324K	Sell	2,859 -14,087	-83%	-$1.58M	0.15%	140
2019 Q2	$1.89M	Sell	16,946 -823	-5%	-$90K	0.81%	30
2019 Q1	$1.94M	Sell	17,769 -26	-0.1%	-$2.79K	1.02%	21
2018 Q4	$1.9M	Buy	+17,795	New	+$1.87M	1.17%	20

Other funds holding AGG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Private Portfolio Partners's AGG Position: Q2 2020 in Review

Private Portfolio Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2020, closing a stake of 1,930 shares — an estimated $222K sold.

Private Portfolio Partners first reported a position in AGG in Q4 2018 and held it in 6 quarters. The position peaked at $1.94M in Q1 2019. 1,291 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

Private Portfolio Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
Private Portfolio Partners sold 1,930 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $222K.
Private Portfolio Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 6 quarters.
Private Portfolio Partners's iShares Core US Aggregate Bond ETF position peaked at $1.94M in Q1 2019.
1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Private Portfolio Partners's 13F filing for Q2 2020, filed 14 Aug 2020.