Burt Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Burt Wealth Advisors’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	-629	Closed	-$74K	–	98
2020 Q4	$74K	Hold	629	–	–	0.03%	153
2020 Q3	$74K	Hold	629	–	–	0.03%	147
2020 Q2	$74K	Hold	629	–	–	0.03%	144
2020 Q1	$73K	Hold	629	–	–	0.03%	133
2019 Q4	$71K	Hold	629	–	–	0.03%	149
2019 Q3	$71K	Hold	629	–	–	0.03%	146
2019 Q2	$70K	Hold	629	–	–	0.03%	147
2019 Q1	$69K	Hold	629	–	–	0.03%	149
2018 Q4	$67K	Sell	629 -40	-6%	-$4.2K	0.03%	150
2018 Q3	$71K	Sell	669 -1,245	-65%	-$132K	0.03%	161
2018 Q2	$203K	Sell	1,914 -153	-7%	-$16.2K	0.1%	74
2018 Q1	$222K	Buy	2,067 +333	+19%	+$35.8K	0.11%	65
2017 Q4	$190K	Hold	1,734	–	–	0.12%	77
2017 Q3	$190K	Hold	1,734	–	–	0.12%	70
2017 Q2	$189K	Hold	1,734	–	–	0.13%	68
2017 Q1	$188K	Hold	1,734	–	–	0.14%	66
2016 Q4	$187K	Hold	1,734	–	–	0.17%	71
2016 Q3	$194K	Hold	1,734	–	–	0.21%	61
2016 Q2	$195K	Hold	1,734	–	–	0.22%	55
2016 Q1	$192K	Buy	1,734 +232	+15%	+$25.4K	0.18%	63
2015 Q4	$162K	Hold	1,502	–	–	0.13%	76
2015 Q3	$164K	Hold	1,502	–	–	0.2%	60
2015 Q2	$163K	Hold	1,502	–	–	0.18%	67
2015 Q1	$167K	Hold	1,502	–	–	0.17%	59
2014 Q4	$165K	Buy	+1,502	New	+$165K	0.18%	62

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

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

Burt Wealth Advisors's AGG Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 629 shares — an estimated $74K sold.

Burt Wealth Advisors first reported a position in AGG in Q4 2014 and held it in 25 quarters. The position peaked at $222K in Q1 2018. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 629 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $74K.
Burt Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $222K in Q1 2018.
1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.