BFC
AGG icon

Bedel Financial Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bedel Financial Consulting’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 		– Sell
-318
Closed -$34K – 212
2022
Q1 		$34K Buy
318
+2
+0.6% +$220 0.01% 462
2021
Q4 		$36K Buy
316
+60
+23% +$6.86K 0.01% 460
2021
Q3 		$29K Buy
256
+8
+3% +$927 0.01% 480
2021
Q2 		$29K Buy
248
+1
+0.4% +$115 0.01% 481
2021
Q1 		$28K Buy
247
+1
+0.4% +$116 0.01% 456
2020
Q4 		$29K Buy
246
+1
+0.4% +$118 0.01% 394
2020
Q3 		$29K Buy
245
+1
+0.4% +$119 0.01% 375
2020
Q2 		$29K Buy
244
+1
+0.4% +$117 0.02% 349
2020
Q1 		$28K Buy
243
+206
+557% +$23.5K 0.02% 340
2019
Q4 		$4K Hold
37
– – ﹤0.01% 603
2019
Q3 		$4K Hold
37
– – ﹤0.01% 584
2019
Q2 		$4K Hold
37
– – ﹤0.01% 586
2019
Q1 		$4K Buy
37
+12
+48% +$1.29K ﹤0.01% 587
2018
Q4 		$3K Hold
25
– – ﹤0.01% 577
2018
Q3 		$2K Sell
25
-36
-59% -$3.82K ﹤0.01% 604
2018
Q2 		$6K Sell
61
-531
-90% -$56.3K ﹤0.01% 524
2018
Q1 		$63K Buy
+592
New +$63.6K 0.05% 239

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
Envestnet Asset Management
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
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
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

Bedel Financial Consulting's AGG Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 318 shares — an estimated $34K sold.

Bedel Financial Consulting first reported a position in AGG in Q1 2018 and held it in 17 quarters. The position peaked at $63K in Q1 2018. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Bedel Financial Consulting reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 318 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $34K.
  • Bedel Financial Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 17 quarters.
  • Bedel Financial Consulting's iShares Core US Aggregate Bond ETF position peaked at $63K in Q1 2018.
  • 1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.