Bingham Osborn & Scarborough’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,762
| Closed | -$317K | – | 9 |
|
|
2021
Q3 | $317K | Hold |
2,762
| – | – | 0.02% | 123 |
|
|
2021
Q2 | $319K | Hold |
2,762
| – | – | 0.02% | 123 |
|
|
2021
Q1 | $314K | Hold |
2,762
| – | – | 0.02% | 116 |
|
|
2020
Q4 | $326K | Sell |
2,762
-830
| -23% | -$97.8K | 0.03% | 106 |
|
|
2020
Q3 | $424K | Hold |
3,592
| – | – | 0.03% | 102 |
|
|
2020
Q2 | $425K | Sell |
3,592
-1,553
| -30% | -$182K | 0.03% | 98 |
|
|
2020
Q1 | $594K | Buy |
5,145
+1,653
| +47% | +$188K | 0.06% | 81 |
|
|
2019
Q4 | $392K | Sell |
3,492
-789
| -18% | -$88.9K | 0.03% | 107 |
|
|
2019
Q3 | $484K | Buy |
4,281
+792
| +23% | +$89K | 0.04% | 93 |
|
|
2019
Q2 | $389K | Sell |
3,489
-182
| -5% | -$19.9K | 0.03% | 100 |
|
|
2019
Q1 | $400K | Buy |
3,671
+596
| +19% | +$63.9K | 0.04% | 99 |
|
|
2018
Q4 | $328K | Buy |
3,075
+1
| +0% | +$105 | 0.03% | 100 |
|
|
2018
Q3 | $324K | Buy |
3,074
+2
| +0.1% | +$212 | 0.03% | 107 |
|
|
2018
Q2 | $327K | Sell |
3,072
-149
| -5% | -$15.8K | 0.03% | 103 |
|
|
2018
Q1 | $345K | Buy |
3,221
+378
| +13% | +$40.6K | 0.03% | 99 |
|
|
2017
Q4 | $311K | Sell |
2,843
-969
| -25% | -$106K | 0.03% | 106 |
|
|
2017
Q3 | $418K | Hold |
3,812
| – | – | 0.04% | 80 |
|
|
2017
Q2 | $417K | Hold |
3,812
| – | – | 0.04% | 77 |
|
|
2017
Q1 | $414K | Sell |
3,812
-223
| -6% | -$24.1K | 0.04% | 76 |
|
|
2016
Q4 | $436K | Buy |
4,035
+1,823
| +82% | +$200K | 0.05% | 73 |
|
|
2016
Q3 | $249K | Sell |
2,212
-732
| -25% | -$82.3K | 0.03% | 102 |
|
|
2016
Q2 | $332K | Sell |
2,944
-57
| -2% | -$6.33K | 0.04% | 87 |
|
|
2016
Q1 | $333K | Buy |
3,001
+2
| +0.1% | +$219 | 0.04% | 87 |
|
|
2015
Q4 | $324K | Buy |
2,999
+7
| +0.2% | +$762 | 0.04% | 86 |
|
|
2015
Q3 | $328K | Buy |
2,992
+299
| +11% | +$32.6K | 0.04% | 82 |
|
|
2015
Q2 | $293K | Sell |
2,693
-775
| -22% | -$85.2K | 0.04% | 89 |
|
|
2015
Q1 | $386K | Sell |
3,468
-126
| -4% | -$14K | 0.05% | 80 |
|
|
2014
Q4 | $396K | Buy |
3,594
+572
| +19% | +$62.9K | 0.05% | 83 |
|
|
2014
Q3 | $330K | Buy |
3,022
+694
| +30% | +$75.8K | 0.04% | 84 |
|
|
2014
Q2 | $255K | Sell |
2,328
-32,557
| -93% | -$3.54M | 0.03% | 91 |
|
|
2014
Q1 | $3.76M | Buy |
34,885
+30,645
| +723% | +$3.3M | 0.53% | 17 |
|
|
2013
Q4 | $451K | Buy |
4,240
+142
| +3% | +$15.2K | 0.07% | 62 |
|
|
2013
Q3 | $439K | Buy |
4,098
+767
| +23% | +$81.7K | 0.07% | 56 |
|
|
2013
Q2 | $357K | Buy |
+3,331
| New | +$366K | 0.06% | 56 |
|
Other funds holding AGG
RJA
TAIM
MFRM
Bingham Osborn & Scarborough's AGG Position: Q4 2021 in Review
Bingham Osborn & Scarborough sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 2,762 shares — an estimated $317K sold.
Bingham Osborn & Scarborough first reported a position in AGG in Q2 2013 and held it in 34 quarters. The position peaked at $3.76M in Q1 2014. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.
- Bingham Osborn & Scarborough reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
- Bingham Osborn & Scarborough sold 2,762 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $317K.
- Bingham Osborn & Scarborough first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 34 quarters.
- Bingham Osborn & Scarborough's iShares Core US Aggregate Bond ETF position peaked at $3.76M in Q1 2014.
- 1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.
Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.