Squar Milner Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Squar Milner Financial Services’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	-214	Closed	-$24K	–	226
2020 Q1	$24K	Hold	214	–	–	0.01%	436
2019 Q4	$24K	Buy	+214	New	+$24.1K	0.01%	493
2019 Q3	–	Sell	-214	Closed	-$24K	–	233
2019 Q2	$24K	Hold	214	–	–	0.02%	434
2019 Q1	$23K	Hold	214	–	–	0.02%	409
2018 Q4	$23K	Sell	214 -191	-47%	-$20K	0.02%	376
2018 Q3	$43K	Buy	405 +116	+40%	+$12.3K	0.04%	319
2018 Q2	$31K	Buy	+289	New	+$30.6K	0.03%	416

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

Squar Milner Financial Services's AGG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2020, closing a stake of 214 shares — an estimated $24K sold.

Squar Milner Financial Services first reported a position in AGG in Q2 2018 and held it in 7 quarters. The position peaked at $43K in Q3 2018. 1,292 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 214 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $24K.
Squar Milner Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares Core US Aggregate Bond ETF position peaked at $43K in Q3 2018.
1,292 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.