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Blooom Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blooom Inc’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
Q3 		$210K Sell
2,175
-178
-8% -$18K 0.4% 34
2022
Q2 		$239K Buy
+2,353
New +$242K 0.41% 37

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Blooom Inc's AGG Position: Q3 2022 in Review

Blooom Inc reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.6% in Q3 2022, selling an estimated $18K and leaving 2,175 shares worth $210K. The position accounts for 0.4% of the portfolio, ranked #34.

Blooom Inc first reported a position in AGG in Q2 2022 and has held it in 2 quarters since. The position peaked at $239K in Q2 2022. 1,489 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • Blooom Inc held 2,175 shares of iShares Core US Aggregate Bond ETF worth $210K as of Q3 2022.
  • Blooom Inc sold 178 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $18K.
  • iShares Core US Aggregate Bond ETF made up 0.4% of Blooom Inc's portfolio in Q3 2022, its #34 holding.
  • Blooom Inc first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • Blooom Inc's iShares Core US Aggregate Bond ETF position peaked at $239K in Q2 2022.
  • 1,489 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.