Berman Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Berman Capital 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 Q3	$9K	Hold	82	–	–	﹤0.01%	1210
2021 Q2	$9K	Hold	82	–	–	﹤0.01%	1150
2021 Q1	$9K	Hold	82	–	–	﹤0.01%	1046
2020 Q4	$9K	Buy	82 +81	+8,100%	+$9.54K	﹤0.01%	942
2020 Q3	$0	Sell	1 -2	-67%	-$237	﹤0.01%	1578
2020 Q2	$0	Sell	3 -317	-99%	-$37.1K	﹤0.01%	1587
2020 Q1	$36K	Sell	320 -354	-53%	-$40.3K	0.01%	357
2019 Q4	$75K	Buy	+674	New	+$76K	0.02%	259

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berman Capital Advisors's AGG Position: Q3 2021 in Review

Berman Capital Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2021 at 82 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Berman Capital Advisors first reported a position in AGG in Q4 2019 and has held it in 8 quarters since. The position peaked at $75K in Q4 2019. 1,435 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

Berman Capital Advisors held 82 shares of iShares Core US Aggregate Bond ETF worth $9K as of Q3 2021.
Berman Capital Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2021.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1210 holding.
Berman Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 8 quarters since.
Berman Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $75K in Q4 2019.
1,435 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.