Cavalier Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cavalier Investments’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	-1,976	Closed	-$234K	–	104
2020 Q4	$234K	Sell	1,976 -5,178	-72%	-$610K	0.11%	95
2020 Q3	$845K	Sell	7,154 -1,223	-15%	-$145K	0.57%	52
2020 Q2	$990K	Sell	8,377 -161	-2%	-$18.8K	0.57%	56
2020 Q1	$985K	Buy	+8,538	New	+$973K	0.58%	40
2019 Q3	–	Sell	-85,834	Closed	-$9.56M	–	116
2019 Q2	$9.56M	Buy	+85,834	New	+$9.39M	4%	5
2016 Q2	–	Sell	-10,064	Closed	-$1.12M	–	118
2016 Q1	$1.12M	Buy	+10,064	New	+$1.1M	0.64%	30

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

Cavalier Investments's AGG Position: Q1 2021 in Review

Cavalier Investments sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 1,976 shares — an estimated $234K sold.

Cavalier Investments first reported a position in AGG in Q1 2016 and held it in 6 quarters. The position peaked at $9.56M in Q2 2019. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

Cavalier Investments reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
Cavalier Investments sold 1,976 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $234K.
Cavalier Investments first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and held it in 6 quarters.
Cavalier Investments's iShares Core US Aggregate Bond ETF position peaked at $9.56M in Q2 2019.
1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Cavalier Investments's 13F filing for Q1 2021, filed 13 May 2021.