AFA
AGG icon

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

Atlanta Financial Associates’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
Q1 		$558K Hold
4,718
– – 0.26% 33
2020
Q4 		$558K Buy
4,718
+219
+5% +$25.8K 0.26% 33
2020
Q3 		$531K Buy
4,499
+135
+3% +$16K 0.27% 31
2020
Q2 		$516K Buy
+4,364
New +$511K 0.29% 32

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
Creative Planning
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlanta Financial Associates's AGG Position: Q1 2021 in Review

Atlanta Financial Associates held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2021 at 4,718 shares worth $558K. The position accounts for 0.26% of the portfolio, ranked #33.

Atlanta Financial Associates first reported a position in AGG in Q2 2020 and has held it in 4 quarters since. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • Atlanta Financial Associates held 4,718 shares of iShares Core US Aggregate Bond ETF worth $558K as of Q1 2021.
  • Atlanta Financial Associates left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2021.
  • iShares Core US Aggregate Bond ETF made up 0.26% of Atlanta Financial Associates's portfolio in Q1 2021, its #33 holding.
  • Atlanta Financial Associates first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • 1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.