Winslow Evans & Crocker’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Winslow Evans & Crocker’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	$154K	Buy	1,303 +753	+137%	+$88.7K	0.03%	372
2020 Q3	$65K	Sell	550 -119	-18%	-$14.1K	0.02%	422
2020 Q2	$79K	Buy	669 +219	+49%	+$25.6K	0.02%	392
2020 Q1	$52K	Hold	450	–	–	0.02%	421
2019 Q4	$52K	Buy	+450	New	+$50.7K	0.01%	494
2017 Q4	–	Sell	-168	Closed	-$18.4K	–	1127
2017 Q3	$18.4K	Hold	168	–	–	0.01%	682
2017 Q2	$18.4K	Hold	168	–	–	0.01%	762
2017 Q1	$18.2K	Hold	168	–	–	0.01%	748
2016 Q4	$18.2K	Sell	168 -26	-13%	-$2.85K	0.01%	743
2016 Q3	$21.8K	Buy	+194	New	+$21.8K	0.01%	712
2015 Q4	–	Sell	-6	Closed	-$548	–	1371
2015 Q3	$548	Buy	6 +2	+50%	+$218	﹤0.01%	1244
2015 Q2	$328	Buy	+4	New	+$440	﹤0.01%	1276

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Winslow Evans & Crocker's AGG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Core US Aggregate Bond ETF (AGG) stake by 137% in Q4 2020, buying an estimated $88.7K and bringing the position to 1,303 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #372.

Winslow Evans & Crocker first reported a position in AGG in Q2 2015 and has held it in 12 quarters since. 1,452 funds tracked by Wall St. Rank hold AGG as of Q4 2020.

Winslow Evans & Crocker held 1,303 shares of iShares Core US Aggregate Bond ETF worth $154K as of Q4 2020.
Winslow Evans & Crocker bought 753 iShares Core US Aggregate Bond ETF shares in Q4 2020, an estimated $88.7K.
iShares Core US Aggregate Bond ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #372 holding.
Winslow Evans & Crocker first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and has held it in 12 quarters since.
1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.