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BHF RG Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BHF RG Capital’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
Q4 		– Sell
-144,103
Closed -$16.5M – 2
2021
Q3 		$16.5M Buy
144,103
+30,277
+27% +$3.51M 11.04% 2
2021
Q2 		$13.1M Buy
+113,826
New +$13M 8.94% 4
2020
Q2 		– Sell
-74,906
Closed -$8.64M – 35
2020
Q1 		$8.64M Hold
74,906
– – 11.43% 2
2019
Q4 		$8.42M Buy
+74,906
New +$8.44M 8.72% 5

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

BHF RG Capital's AGG Position: Q4 2021 in Review

BHF RG Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 144,103 shares — an estimated $16.5M sold.

BHF RG Capital first reported a position in AGG in Q4 2019 and held it in 4 quarters. The position peaked at $16.5M in Q3 2021. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

  • BHF RG Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • BHF RG Capital sold 144,103 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $16.5M.
  • BHF RG Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 4 quarters.
  • BHF RG Capital's iShares Core US Aggregate Bond ETF position peaked at $16.5M in Q3 2021.
  • 1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on BHF RG Capital's 13F filing for Q4 2021.