B. Riley Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

B. Riley Wealth 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
2022 Q2	$484	Sell	4,759 -1,816	-28%	-$187K	﹤0.01%	418
2022 Q1	$704K	Buy	6,575 +739	+13%	+$81.3K	0.05%	267
2021 Q4	$666K	Buy	5,836 +2,564	+78%	+$293K	0.05%	287
2021 Q3	$376K	Buy	+3,272	New	+$379K	0.03%	398
2020 Q3	–	Sell	-15,164	Closed	-$1.79M	–	420
2020 Q2	$1.79M	Buy	15,164 +7,606	+101%	+$890K	0.2%	109
2020 Q1	$872K	Buy	7,558 +2,781	+58%	+$317K	0.09%	192
2019 Q4	$537K	Sell	4,777 -5,190	-52%	-$585K	0.08%	206
2019 Q3	$1.13M	Buy	9,967 +36	+0.4%	+$4.05K	0.2%	118
2019 Q2	$1.11K	Buy	9,931 +883	+10%	+$96.5K	0.17%	123
2019 Q1	$987K	Buy	9,048 +6,821	+306%	+$731K	0.17%	136
2018 Q4	$237K	Buy	2,227 +235	+12%	+$24.6K	0.05%	283
2018 Q3	$210K	Buy	+1,992	New	+$211K	0.05%	279
2015 Q3	–	Sell	-417	Closed	-$45K	–	155
2015 Q2	$45K	Buy	417 +1	+0.2%	+$110	0.04%	435
2015 Q1	$46K	Buy	+416	New	+$46.2K	0.03%	420
2014 Q4	–	Sell	-396	Closed	-$43K	–	1008
2014 Q3	$43K	Hold	396	–	–	0.03%	445
2014 Q2	$43K	Buy	396 +3	+0.8%	+$326	0.03%	492
2014 Q1	$42K	Buy	+393	New	+$42.3K	0.03%	475

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

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

BlackRock New York $5.72T AUM 30.48% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MFRM

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

B. Riley Wealth Management's AGG Position: Q2 2022 in Review

B. Riley Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 28% in Q2 2022, selling an estimated $187K and leaving 4,759 shares worth $484. The position accounts for ﹤0.01% of the portfolio, ranked #418.

B. Riley Wealth Management first reported a position in AGG in Q1 2014 and has held it in 17 quarters since. The position peaked at $1.79M in Q2 2020. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

B. Riley Wealth Management held 4,759 shares of iShares Core US Aggregate Bond ETF worth $484 as of Q2 2022.
B. Riley Wealth Management sold 1,816 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $187K.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #418 holding.
B. Riley Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 17 quarters since.
B. Riley Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.79M in Q2 2020.
1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.