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Allred Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Allred Capital Management’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
Q2 		– Sell
-289
Closed -$32.9K – 198
2021
Q1 		$32.9K Buy
+289
New +$33.5K 0.01% 460
2020
Q1 		– Sell
-309
Closed -$34.7K – 151
2019
Q4 		$34.7K Buy
+309
New +$34.8K 0.02% 384
2019
Q1 		– Sell
-2,200
Closed -$234K – 189
2018
Q4 		$234K Buy
+2,200
New +$231K 0.16% 145

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allred Capital Management's AGG Position: Q2 2021 in Review

Allred Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2021, closing a stake of 289 shares — an estimated $32.9K sold.

Allred Capital Management first reported a position in AGG in Q4 2018 and held it in 3 quarters. The position peaked at $234K in Q4 2018. 1,452 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

  • Allred Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 289 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $32.9K.
  • Allred Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 3 quarters.
  • Allred Capital Management's iShares Core US Aggregate Bond ETF position peaked at $234K in Q4 2018.
  • 1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.