Allegiant Private Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$228K Buy
1,976
+137
+7% +$15.7K 0.04% 153
2021
Q1
$209K Buy
1,839
+135
+8% +$15.6K 0.04% 148
2020
Q4
$201K Buy
+1,704
New +$201K 0.04% 138

Other funds holding AGG

Allegiant Private Advisors's AGG Position: Q2 2021 in Review

Allegiant Private Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.4% in Q2 2021, buying an estimated $15.7K and bringing the position to 1,976 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #153.

Allegiant Private Advisors first reported a position in AGG in Q4 2020 and has held it in 3 quarters since. 1,452 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

  • Allegiant Private Advisors held 1,976 shares of iShares Core US Aggregate Bond ETF worth $228K as of Q2 2021.
  • Allegiant Private Advisors bought 137 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $15.7K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Allegiant Private Advisors's portfolio in Q2 2021, its #153 holding.
  • Allegiant Private Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.