Argus Investors Counsel’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Argus Investors Counsel’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 Q1	–	Sell	-7,118	Closed	-$812K	–	93
2021 Q4	$812K	Sell	7,118 -180	-2%	-$20.6K	0.49%	69
2021 Q3	$838K	Sell	7,298 -2	-0%	-$232	0.55%	64
2021 Q2	$842K	Hold	7,300	–	–	0.34%	66
2021 Q1	$831K	Buy	7,300 +4,240	+139%	+$491K	0.34%	62
2020 Q4	$362K	Sell	3,060 -44	-1%	-$5.18K	0.16%	69
2020 Q3	$366K	Buy	+3,104	New	+$368K	0.15%	68

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

TAIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFRM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Argus Investors Counsel's AGG Position: Q1 2022 in Review

Argus Investors Counsel sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 7,118 shares — an estimated $812K sold.

Argus Investors Counsel first reported a position in AGG in Q3 2020 and held it in 6 quarters. The position peaked at $842K in Q2 2021. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

Argus Investors Counsel reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Argus Investors Counsel sold 7,118 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $812K.
Argus Investors Counsel first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 6 quarters.
Argus Investors Counsel's iShares Core US Aggregate Bond ETF position peaked at $842K in Q2 2021.
1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Argus Investors Counsel's 13F filing for Q1 2022, filed 4 May 2022.