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TCG Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TCG Advisors’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
-3,163
Closed -$365K – 137
2020
Q1 		$365K Sell
3,163
-4,502
-59% -$513K 0.3% 76
2019
Q4 		$861K Buy
7,665
+33
+0.4% +$3.72K 0.52% 68
2019
Q3 		$864K Buy
7,632
+7,571
+12,411% +$851K 0.62% 58
2019
Q2 		$7K Hold
61
– – 0.01% 275
2019
Q1 		$7K Buy
+61
New +$6.54K 0.01% 298

Other funds holding AGG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $1.55T AUM 33.47% 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 $171B AUM 24.68% 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

TCG Advisors's AGG Position: Q2 2020 in Review

TCG Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2020, closing a stake of 3,163 shares — an estimated $365K sold.

TCG Advisors first reported a position in AGG in Q1 2019 and held it in 5 quarters. The position peaked at $864K in Q3 2019. 1,292 funds tracked by Wall St. Rank hold AGG as of Q2 2020.

  • TCG Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • TCG Advisors sold 3,163 iShares Core US Aggregate Bond ETF shares in Q2 2020, an estimated $365K.
  • TCG Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and held it in 5 quarters.
  • TCG Advisors's iShares Core US Aggregate Bond ETF position peaked at $864K in Q3 2019.
  • 1,292 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2020.

Based on TCG Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.