Cascadia Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
RJA
TAIM
MFRM
Cascadia Advisory Services's AGG Position: Q3 2021 in Review
Cascadia Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.3% in Q3 2021, buying an estimated $42.5K and bringing the position to 7,356 shares worth $845K. The position accounts for 0.17% of the portfolio, ranked #132.
Cascadia Advisory Services first reported a position in AGG in Q4 2019 and has held it in 5 quarters since. 1,435 funds tracked by Wall St. Rank hold AGG as of Q3 2021.
- Cascadia Advisory Services held 7,356 shares of iShares Core US Aggregate Bond ETF worth $845K as of Q3 2021.
- Cascadia Advisory Services bought 367 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $42.5K.
- iShares Core US Aggregate Bond ETF made up 0.17% of Cascadia Advisory Services's portfolio in Q3 2021, its #132 holding.
- Cascadia Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 5 quarters since.
- 1,435 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.
Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.