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S.A. Mason’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

S.A. Mason’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
Q1 		– Sell
-270
Closed -$30K – 387
2019
Q4 		$30K Buy
+270
New +$30.4K 0.03% 270

Other funds holding AGG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

S.A. Mason's AGG Position: Q1 2020 in Review

S.A. Mason sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 270 shares — an estimated $30K sold.

S.A. Mason first reported a position in AGG in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 1,219 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

  • S.A. Mason reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • S.A. Mason sold 270 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $30K.
  • S.A. Mason first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • S.A. Mason's iShares Core US Aggregate Bond ETF position peaked at $30K in Q4 2019.
  • 1,219 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.