Benchmark Financial Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Benchmark Financial Wealth 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
2022 Q2	–	Sell	-4,942	Closed	-$529K	–	73
2022 Q1	$529K	Sell	4,942 -148,272	-97%	-$16.3M	0.22%	41
2021 Q4	$17.5M	Buy	153,214 +6,033	+4%	+$690K	7.31%	3
2021 Q3	$16.9M	Buy	147,181 +8,610	+6%	+$998K	8.03%	3
2021 Q2	$16M	Buy	138,571 +13,176	+11%	+$1.51M	7.63%	3
2021 Q1	$14.3M	Buy	125,395 +4,844	+4%	+$561K	7.79%	3
2020 Q4	$14.2M	Buy	120,551 +9,355	+8%	+$1.1M	7.84%	3
2020 Q3	$13.1M	Buy	111,196 +17,270	+18%	+$2.05M	8.46%	3
2020 Q2	$11.1M	Buy	93,926 +45,989	+96%	+$5.38M	8.16%	3
2020 Q1	$5.53M	Buy	47,937 +14,602	+44%	+$1.66M	5.57%	6
2019 Q4	$3.75M	Buy	33,335 +23,625	+243%	+$2.66M	3.1%	7
2019 Q3	$1.1M	Buy	+9,710	New	+$1.09M	1.08%	13

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MFRM

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

Benchmark Financial Wealth Advisors's AGG Position: Q2 2022 in Review

Benchmark Financial Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 4,942 shares — an estimated $529K sold.

Benchmark Financial Wealth Advisors first reported a position in AGG in Q3 2019 and held it in 11 quarters. The position peaked at $17.5M in Q4 2021. 1,533 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

Benchmark Financial Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 4,942 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $529K.
Benchmark Financial Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and held it in 11 quarters.
Benchmark Financial Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $17.5M in Q4 2021.
1,533 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.