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

Benedict Financial 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
Q1 		– Sell
-3,244
Closed -$370K – 122
2021
Q4 		$370K Buy
+3,244
New +$371K 0.1% 111

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
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
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
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

Benedict Financial Advisors's AGG Position: Q1 2022 in Review

Benedict Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 3,244 shares — an estimated $370K sold.

Benedict Financial Advisors first reported a position in AGG in Q4 2021 and held it in 1 quarter. The position peaked at $370K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

  • Benedict Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Benedict Financial Advisors sold 3,244 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $370K.
  • Benedict Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Benedict Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $370K in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Benedict Financial Advisors's 13F filing for Q1 2022, filed 3 May 2022.