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Stralem & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stralem & Co’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 		$85K Hold
715
– – 0.05% 47
2020
Q1 		$82K Buy
+715
New +$81.5K 0.06% 45

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Stralem & Co's AGG Position: Q2 2020 in Review

Stralem & Co held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2020 at 715 shares worth $85K. The position accounts for 0.05% of the portfolio, ranked #47.

Stralem & Co first reported a position in AGG in Q1 2020 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

  • Stralem & Co held 715 shares of iShares Core US Aggregate Bond ETF worth $85K as of Q2 2020.
  • Stralem & Co left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2020.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Stralem & Co's portfolio in Q2 2020, its #47 holding.
  • Stralem & Co first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.