BJ
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Brouwer & Janachowski’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brouwer & Janachowski’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
-1,778
Closed -$210K – 51
2020
Q4 		$210K Sell
1,778
-38
-2% -$4.48K 0.04% 46
2020
Q3 		$214K Sell
1,816
-47
-3% -$5.58K 0.04% 47
2020
Q2 		$220K Sell
1,863
-43
-2% -$5.03K 0.04% 46
2020
Q1 		$220K Sell
1,906
-210
-10% -$23.9K 0.04% 45
2019
Q4 		$238K Hold
2,116
– – 0.04% 47
2019
Q3 		$239K Sell
2,116
-54
-2% -$6.07K 0.04% 46
2019
Q2 		$242K Sell
2,170
-12
-0.5% -$1.31K 0.04% 47
2019
Q1 		$238K Hold
2,182
– – 0.04% 48
2018
Q4 		$232K Sell
2,182
-5,250
-71% -$551K 0.04% 48
2018
Q3 		$784K Buy
7,432
+4,825
+185% +$512K 0.14% 29
2018
Q2 		$277K Sell
2,607
-210
-7% -$22.3K 0.05% 45
2018
Q1 		$302K Sell
2,817
-34
-1% -$3.65K 0.06% 43
2017
Q4 		$312K Hold
2,851
– – 0.06% 48
2017
Q3 		$312K Hold
2,851
– – 0.06% 44
2017
Q2 		$312K Sell
2,851
-50
-2% -$5.46K 0.06% 43
2017
Q1 		$315K Sell
2,901
-320
-10% -$34.6K 0.07% 40
2016
Q4 		$348K Sell
3,221
-760
-19% -$83.3K 0.08% 36
2016
Q3 		$448K Sell
3,981
-2,634
-40% -$296K 0.11% 31
2016
Q2 		$745K Sell
6,615
-559
-8% -$62.1K 0.2% 27
2016
Q1 		$795K Sell
7,174
-123
-2% -$13.5K 0.27% 27
2015
Q4 		$788K Sell
7,297
-1,568
-18% -$171K 0.43% 24
2015
Q3 		$971K Sell
8,865
-2,667
-23% -$291K 0.46% 27
2015
Q2 		$1.25M Sell
11,532
-3,881
-25% -$427K 0.55% 29
2015
Q1 		$1.72M Sell
15,413
-441
-3% -$49K 0.73% 27
2014
Q4 		$1.75M Sell
15,854
-125
-0.8% -$13.8K 0.75% 28
2014
Q3 		$1.74M Hold
15,979
– – 0.83% 25
2014
Q2 		$1.75M Sell
15,979
-425
-3% -$46.2K 0.84% 26
2014
Q1 		$1.77M Sell
16,404
-2,154
-12% -$232K 0.87% 25
2013
Q4 		$1.98M Buy
+18,558
New +$1.99M 0.97% 25

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $1.81T AUM 41.13% 1-Year Est. Return

Brouwer & Janachowski's AGG Position: Q1 2021 in Review

Brouwer & Janachowski sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 1,778 shares — an estimated $210K sold.

Brouwer & Janachowski first reported a position in AGG in Q4 2013 and held it in 29 quarters. The position peaked at $1.98M in Q4 2013. 1,448 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • Brouwer & Janachowski reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Brouwer & Janachowski sold 1,778 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $210K.
  • Brouwer & Janachowski first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and held it in 29 quarters.
  • Brouwer & Janachowski's iShares Core US Aggregate Bond ETF position peaked at $1.98M in Q4 2013.
  • 1,448 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Brouwer & Janachowski's 13F filing for Q1 2021, filed 10 May 2021.