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Watson Rebecca’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Watson Rebecca’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 		$18.2M Buy
154,289
+12,632
+9% +$1.5M 10.73% 2
2020
Q2 		$16.7M Buy
141,657
+8,910
+7% +$1.04M 10.02% 2
2020
Q1 		$15.6M Buy
132,747
+14,895
+13% +$1.7M 10.79% 2
2019
Q4 		$13.2M Buy
+117,852
New +$13.3M 8.04% 2

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Watson Rebecca's AGG Position: Q3 2020 in Review

Watson Rebecca increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.9% in Q3 2020, buying an estimated $1.5M and bringing the position to 154,289 shares worth $18.2M. The position accounts for 10.73% of the portfolio, ranked #2.

Watson Rebecca first reported a position in AGG in Q4 2019 and has held it in 4 quarters since. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

  • Watson Rebecca held 154,289 shares of iShares Core US Aggregate Bond ETF worth $18.2M as of Q3 2020.
  • Watson Rebecca bought 12,632 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $1.5M.
  • iShares Core US Aggregate Bond ETF made up 10.73% of Watson Rebecca's portfolio in Q3 2020, its #2 holding.
  • Watson Rebecca first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.