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Wealth Advisory Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealth Advisory Solutions’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
Q4 		– Sell
-9,602
Closed -$1.13M – 162
2020
Q3 		$1.13M Buy
9,602
+1,006
+12% +$119K 0.3% 78
2020
Q2 		$1.02M Buy
+8,596
New +$1.01M 0.28% 82
2020
Q1 		– Sell
-2,142
Closed -$241K – 156
2019
Q4 		$241K Buy
+2,142
New +$241K 0.06% 163

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealth Advisory Solutions's AGG Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2020, closing a stake of 9,602 shares — an estimated $1.13M sold.

Wealth Advisory Solutions first reported a position in AGG in Q4 2019 and held it in 3 quarters. The position peaked at $1.13M in Q3 2020. 1,452 funds tracked by Wall St. Rank hold AGG as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 9,602 iShares Core US Aggregate Bond ETF shares in Q4 2020, an estimated $1.13M.
  • Wealth Advisory Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Wealth Advisory Solutions's iShares Core US Aggregate Bond ETF position peaked at $1.13M in Q3 2020.
  • 1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.