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Secure Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Secure Asset 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
-19,405
Closed -$2.29M – 144
2020
Q2 		$2.29M Buy
+19,405
New +$2.27M 1.62% 12

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TD Ameritrade Investment Management
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Milliman Financial Risk Management
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Secure Asset Management's AGG Position: Q3 2020 in Review

Secure Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 19,405 shares — an estimated $2.29M sold.

Secure Asset Management first reported a position in AGG in Q2 2020 and held it in 1 quarter. The position peaked at $2.29M in Q2 2020. 1,300 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

  • Secure Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Secure Asset Management sold 19,405 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $2.29M.
  • Secure Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Secure Asset Management's iShares Core US Aggregate Bond ETF position peaked at $2.29M in Q2 2020.
  • 1,300 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Secure Asset Management's 13F filing for Q3 2020, filed 20 Oct 2020.