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Bivin & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bivin & Associates’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
-5
Closed -$1K – 344
2021
Q4 		$1K Buy
+5
New +$572 ﹤0.01% 275

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 $424B AUM 22.96% 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

Bivin & Associates's AGG Position: Q1 2022 in Review

Bivin & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Bivin & Associates first reported a position in AGG in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 1,555 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

  • Bivin & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Bivin & Associates sold 5 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $1K.
  • Bivin & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Bivin & Associates's iShares Core US Aggregate Bond ETF position peaked at $1K in Q4 2021.
  • 1,555 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Bivin & Associates's 13F filing for Q1 2022, filed 6 May 2022.