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Affinia Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Affinia Financial Group’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
2021
Q4 		– Sell
-2,499
Closed -$285K – 33
2021
Q3 		$285K Sell
2,499
-14
-0.6% -$1.62K 0.18% 25
2021
Q2 		$292K Hold
2,513
– – 0.18% 26
2021
Q1 		$288K Sell
2,513
-217
-8% -$25.1K 0.18% 23
2020
Q4 		$323K Buy
2,730
+158
+6% +$18.6K 0.22% 16
2020
Q3 		$304K Buy
2,572
+584
+29% +$69.3K 0.21% 16
2020
Q2 		$235K Hold
1,988
– – 0.19% 15
2020
Q1 		$229K Buy
+1,988
New +$227K 0.21% 14

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Affinia Financial Group's AGG Position: Q4 2021 in Review

Affinia Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 2,499 shares — an estimated $285K sold.

Affinia Financial Group first reported a position in AGG in Q1 2020 and held it in 7 quarters. The position peaked at $323K in Q4 2020. 1,590 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

  • Affinia Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Affinia Financial Group sold 2,499 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $285K.
  • Affinia Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 7 quarters.
  • Affinia Financial Group's iShares Core US Aggregate Bond ETF position peaked at $323K in Q4 2020.
  • 1,590 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Affinia Financial Group's 13F filing for Q4 2021, filed 20 Jan 2022.