Brand Asset Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brand Asset Management Group’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 Q2	–	Sell	-82	Closed	-$9K	–	84
2021 Q1	$9K	Buy	82 +4	+5%	+$463	﹤0.01%	233
2020 Q4	$9K	Buy	78 +60	+333%	+$7.07K	0.01%	203
2020 Q3	$2K	Hold	18	–	–	﹤0.01%	243
2020 Q2	$2K	Sell	18 -9	-33%	-$1.05K	﹤0.01%	237
2020 Q1	$3K	Sell	27 -181	-87%	-$20.6K	﹤0.01%	243
2019 Q4	$23K	Hold	208	–	–	0.01%	184
2019 Q3	$24K	Hold	208	–	–	0.02%	185
2019 Q2	$23K	Hold	208	–	–	0.02%	187
2019 Q1	$23K	Sell	208 -91	-30%	-$9.76K	0.02%	172
2018 Q4	$32K	Sell	299 -28	-9%	-$2.94K	0.03%	134
2018 Q3	$34K	Buy	327 +1	+0.3%	+$106	0.03%	145
2018 Q2	$35K	Buy	+326	New	+$34.6K	0.03%	143

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brand Asset Management Group's AGG Position: Q2 2021 in Review

Brand Asset Management Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2021, closing a stake of 82 shares — an estimated $9K sold.

Brand Asset Management Group first reported a position in AGG in Q2 2018 and held it in 12 quarters. The position peaked at $35K in Q2 2018. 1,452 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

Brand Asset Management Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Brand Asset Management Group sold 82 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $9K.
Brand Asset Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and held it in 12 quarters.
Brand Asset Management Group's iShares Core US Aggregate Bond ETF position peaked at $35K in Q2 2018.
1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.