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Birchcreek Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Birchcreek Wealth Management’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
Q1 		– Sell
-406
Closed -$47K – 115
2020
Q4 		$47K Buy
+406
New +$47.8K 0.05% 225

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RJA
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Envestnet Asset Management
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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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Birchcreek Wealth Management's AGG Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 406 shares — an estimated $47K sold.

Birchcreek Wealth Management first reported a position in AGG in Q4 2020 and held it in 1 quarter. The position peaked at $47K in Q4 2020. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 406 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $47K.
  • Birchcreek Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $47K in Q4 2020.
  • 1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.