Advanced Research Investment Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Advanced Research Investment 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
2022 Q2	–	Sell	-2,287	Closed	-$245K	–	137
2022 Q1	$245K	Buy	2,287 +845	+59%	+$93K	0.1%	34
2021 Q4	$164K	Buy	1,442 +1,125	+355%	+$129K	0.06%	57
2021 Q3	$36.4K	Hold	317	–	–	0.02%	85
2021 Q2	$37K	Hold	317	–	–	0.03%	31
2021 Q1	$36K	Hold	317	–	–	0.04%	25
2020 Q4	$37K	Buy	+317	New	+$37.3K	0.06%	23

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Advanced Research Investment Solutions's AGG Position: Q2 2022 in Review

Advanced Research Investment Solutions sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 2,287 shares — an estimated $245K sold.

Advanced Research Investment Solutions first reported a position in AGG in Q4 2020 and held it in 6 quarters. The position peaked at $245K in Q1 2022. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

Advanced Research Investment Solutions reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 2,287 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $245K.
Advanced Research Investment Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 6 quarters.
Advanced Research Investment Solutions's iShares Core US Aggregate Bond ETF position peaked at $245K in Q1 2022.
1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q2 2022, filed 3 Aug 2022.