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Woodley Farra Manion Portfolio Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Woodley Farra Manion Portfolio Management’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
Q1 		– Sell
-88
Closed -$10K – 413
2019
Q4 		$10K Buy
+88
New +$9.92K ﹤0.01% 280

Other funds holding AGG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's AGG Position: Q1 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 88 shares — an estimated $10K sold.

Woodley Farra Manion Portfolio Management first reported a position in AGG in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 1,220 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 88 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $10K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Woodley Farra Manion Portfolio Management's iShares Core US Aggregate Bond ETF position peaked at $10K in Q4 2019.
  • 1,220 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2020, filed 8 May 2020.