BAIA
AGG icon

Bel Air Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bel Air Investment Advisors’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
Q2 		$319K Hold
2,765
– – 0.01% 311
2021
Q1 		$315K Buy
+2,765
New +$320K 0.01% 320

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

Bel Air Investment Advisors's AGG Position: Q2 2021 in Review

Bel Air Investment Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2021 at 2,765 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #311.

Bel Air Investment Advisors first reported a position in AGG in Q1 2021 and has held it in 2 quarters since. 1,453 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

  • Bel Air Investment Advisors held 2,765 shares of iShares Core US Aggregate Bond ETF worth $319K as of Q2 2021.
  • Bel Air Investment Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2021.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #311 holding.
  • Bel Air Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,453 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.