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

Aldebaran Financial’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 Q3	–	Sell	-3,038	Closed	-$359K	–	78
2020 Q2	$359K	Hold	3,038	–	–	0.42%	58
2020 Q1	$350K	Sell	3,038 -196	-6%	-$22.3K	0.34%	69
2019 Q4	$363K	Buy	3,234 +57	+2%	+$6.42K	0.28%	75
2019 Q3	$359K	Hold	3,177	–	–	0.24%	78
2019 Q2	$354K	Hold	3,177	–	–	0.24%	78
2019 Q1	$347K	Hold	3,177	–	–	0.24%	84
2018 Q4	$338K	Hold	3,177	–	–	0.26%	84
2018 Q3	$335K	Sell	3,177 -500	-14%	-$53K	0.22%	85
2018 Q2	$391K	Sell	3,677 -24	-0.6%	-$2.54K	0.27%	81
2018 Q1	$397K	Buy	3,701 +3	+0.1%	+$322	0.27%	81
2017 Q4	$404K	Hold	3,698	–	–	0.27%	76
2017 Q3	$405K	Sell	3,698 -21	-0.6%	-$2.31K	0.28%	76
2017 Q2	$407K	Sell	3,719 -1,318	-26%	-$144K	0.3%	76
2017 Q1	$546K	Sell	5,037 -55	-1%	-$5.95K	0.42%	64
2016 Q4	$550K	Buy	+5,092	New	+$558K	0.44%	69

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

MFRM

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

Aldebaran Financial's AGG Position: Q3 2020 in Review

Aldebaran Financial sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 3,038 shares — an estimated $359K sold.

Aldebaran Financial first reported a position in AGG in Q4 2016 and held it in 15 quarters. The position peaked at $550K in Q4 2016. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

Aldebaran Financial reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Aldebaran Financial sold 3,038 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $359K.
Aldebaran Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 15 quarters.
Aldebaran Financial's iShares Core US Aggregate Bond ETF position peaked at $550K in Q4 2016.
1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Aldebaran Financial's 13F filing for Q3 2020, filed 19 Oct 2020.