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BCWM LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BCWM LLC’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
Q3 		– Sell
-1,840
Closed -$212K – 66
2021
Q2 		$212K Sell
1,840
-109
-6% -$12.5K 0.06% 63
2021
Q1 		$222K Sell
1,949
-889
-31% -$103K 0.07% 67
2020
Q4 		$335K Buy
2,838
+466
+20% +$54.9K 0.1% 64
2020
Q3 		$280K Sell
2,372
-64
-3% -$7.59K 0.1% 63
2020
Q2 		$288K Buy
+2,436
New +$285K 0.1% 63

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCWM LLC's AGG Position: Q3 2021 in Review

BCWM LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 1,840 shares — an estimated $212K sold.

BCWM LLC first reported a position in AGG in Q2 2020 and held it in 5 quarters. The position peaked at $335K in Q4 2020. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • BCWM LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • BCWM LLC sold 1,840 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $212K.
  • BCWM LLC first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 5 quarters.
  • BCWM LLC's iShares Core US Aggregate Bond ETF position peaked at $335K in Q4 2020.
  • 1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on BCWM LLC's 13F filing for Q3 2021, filed 10 Nov 2021.