Clear Perspective Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clear Perspective 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 Q4	$265K	Buy	2,325 +15	+0.6%	+$1.72K	0.08%	149
2021 Q3	$265K	Hold	2,310	–	–	0.09%	136
2021 Q2	$266K	Hold	2,310	–	–	0.09%	137
2021 Q1	$263K	Sell	2,310 -1,210	-34%	-$140K	0.1%	132
2020 Q4	$416K	Buy	3,520 +1,210	+52%	+$143K	0.17%	99
2020 Q3	$238	Hold	2,310	–	–	0.11%	122
2020 Q2	$273K	Hold	2,310	–	–	0.15%	103
2020 Q1	$267K	Hold	2,310	–	–	0.18%	93
2019 Q4	$260K	Hold	2,310	–	–	0.16%	119
2019 Q3	$261K	Hold	2,310	–	–	0.12%	117
2019 Q2	$257K	Hold	2,310	–	–	0.17%	118
2019 Q1	$252K	Hold	2,310	–	–	0.18%	123
2018 Q4	$246K	Sell	2,310 -1,115	-33%	-$117K	0.2%	118
2018 Q3	$361K	Hold	3,425	–	–	0.27%	103
2018 Q2	$364K	Hold	3,425	–	–	0.25%	102
2018 Q1	$367K	Sell	3,425 -3,405	-50%	-$366K	0.27%	93
2017 Q4	$747K	Buy	6,830 +2,725	+66%	+$298K	0.57%	42
2017 Q3	$450K	Hold	4,105	–	–	0.37%	76
2017 Q2	$450K	Hold	4,105	–	–	0.38%	71
2017 Q1	$445K	Sell	4,105 -350	-8%	-$37.9K	0.29%	73
2016 Q4	$481K	Buy	+4,455	New	+$488K	0.32%	71

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFRM

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

Clear Perspective Advisors's AGG Position: Q4 2021 in Review

Clear Perspective Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.65% in Q4 2021, buying an estimated $1.72K and bringing the position to 2,325 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #149.

Clear Perspective Advisors first reported a position in AGG in Q4 2016 and has held it in 21 quarters since. The position peaked at $747K in Q4 2017. 1,592 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

Clear Perspective Advisors held 2,325 shares of iShares Core US Aggregate Bond ETF worth $265K as of Q4 2021.
Clear Perspective Advisors bought 15 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $1.72K.
iShares Core US Aggregate Bond ETF made up 0.08% of Clear Perspective Advisors's portfolio in Q4 2021, its #149 holding.
Clear Perspective Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's iShares Core US Aggregate Bond ETF position peaked at $747K in Q4 2017.
1,592 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.