American Research & Management Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

American Research & Management Company’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 Q3	$31K	Hold	325	–	–	0.01%	223
2022 Q2	$33K	Sell	325 -5	-2%	-$514	0.01%	218
2022 Q1	$35K	Buy	+330	New	+$36.3K	0.01%	221
2021 Q3	–	Sell	-325	Closed	-$37K	–	377
2021 Q2	$37K	Hold	325	–	–	0.01%	226
2021 Q1	$37K	Hold	325	–	–	0.01%	211
2020 Q4	$38K	Buy	+325	New	+$38.3K	0.01%	215
2020 Q3	–	Sell	-125	Closed	-$15K	–	351
2020 Q2	$15K	Hold	125	–	–	﹤0.01%	253
2020 Q1	$14K	Buy	125 +25	+25%	+$2.85K	0.01%	243
2019 Q4	$11K	Hold	100	–	–	﹤0.01%	270
2019 Q3	$11K	Hold	100	–	–	﹤0.01%	268
2019 Q2	$11K	Hold	100	–	–	﹤0.01%	283
2019 Q1	$11K	Hold	100	–	–	﹤0.01%	314
2018 Q4	$11K	Buy	+100	New	+$10.5K	﹤0.01%	267

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MFRM

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

American Research & Management Company's AGG Position: Q3 2022 in Review

American Research & Management Company held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2022 at 325 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #223.

American Research & Management Company first reported a position in AGG in Q4 2018 and has held it in 13 quarters since. The position peaked at $38K in Q4 2020. 1,489 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

American Research & Management Company held 325 shares of iShares Core US Aggregate Bond ETF worth $31K as of Q3 2022.
American Research & Management Company left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2022.
iShares Core US Aggregate Bond ETF made up 0.01% of American Research & Management Company's portfolio in Q3 2022, its #223 holding.
American Research & Management Company first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 13 quarters since.
American Research & Management Company's iShares Core US Aggregate Bond ETF position peaked at $38K in Q4 2020.
1,489 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.