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YorkBridge Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

YorkBridge Wealth Partners’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
-2,356
Closed -$265K – 155
2019
Q4 		$265K Buy
+2,356
New +$265K 0.12% 152

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YorkBridge Wealth Partners's AGG Position: Q1 2020 in Review

YorkBridge Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 2,356 shares — an estimated $265K sold.

YorkBridge Wealth Partners first reported a position in AGG in Q4 2019 and held it in 1 quarter. The position peaked at $265K in Q4 2019. 1,219 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

  • YorkBridge Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 2,356 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $265K.
  • YorkBridge Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • YorkBridge Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $265K in Q4 2019.
  • 1,219 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2020, filed 16 Apr 2020.