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Wealthspire Advisors (Maryland)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealthspire Advisors (Maryland)’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 		$34.5M Buy
292,073
+288,420
+7,895% +$34.2M 1.22% 17
2020
Q2 		$432K Buy
3,653
+1,199
+49% +$140K 0.03% 283
2020
Q1 		$283K Buy
2,454
+337
+16% +$38.4K 0.02% 312
2019
Q4 		$238K Buy
+2,117
New +$239K 0.02% 435
2019
Q3 		– Sell
-1,903
Closed -$212K – 468
2019
Q2 		$212K Hold
1,903
– – 0.02% 424
2019
Q1 		$208K Buy
1,903
+225
+13% +$24.1K 0.02% 423
2018
Q4 		$179K Hold
1,678
– – 0.02% 425
2018
Q3 		$177K Sell
1,678
-429
-20% -$45.5K 0.01% 496
2018
Q2 		$224K Buy
2,107
+331
+19% +$35.1K 0.02% 429
2018
Q1 		$190K Hold
1,776
– – 0.02% 488
2017
Q4 		$194K Sell
1,776
-16
-0.9% -$1.75K 0.02% 499
2017
Q3 		$196K Sell
1,792
-8
-0.4% -$878 0.02% 481
2017
Q2 		$197K Sell
1,800
-70
-4% -$7.65K 0.02% 454
2017
Q1 		$203K Sell
1,870
-164
-8% -$17.7K 0.03% 386
2016
Q4 		$220K Sell
2,034
-248
-11% -$27.2K 0.03% 345
2016
Q3 		$257K Buy
2,282
+40
+2% +$4.5K 0.04% 310
2016
Q2 		$252K Sell
2,242
-137
-6% -$15.2K 0.04% 301
2016
Q1 		$264K Sell
2,379
-35
-1% -$3.83K 0.05% 284
2015
Q4 		$261K Buy
+2,414
New +$263K 0.05% 287

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

Wealthspire Advisors (Maryland)'s AGG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7,895% in Q3 2020, buying an estimated $34.2M and bringing the position to 292,073 shares worth $34.5M. The position accounts for 1.22% of the portfolio, ranked #17.

Wealthspire Advisors (Maryland) first reported a position in AGG in Q4 2015 and has held it in 19 quarters since. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 292,073 shares of iShares Core US Aggregate Bond ETF worth $34.5M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 288,420 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $34.2M.
  • iShares Core US Aggregate Bond ETF made up 1.22% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #17 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 19 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.