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Collective Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Collective Family Office’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
-1,825
Closed -$216K – 166
2020
Q4 		$216K Buy
+1,825
New +$215K 0.12% 148

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Collective Family Office's AGG Position: Q1 2021 in Review

Collective Family Office sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 1,825 shares — an estimated $216K sold.

Collective Family Office first reported a position in AGG in Q4 2020 and held it in 1 quarter. The position peaked at $216K in Q4 2020. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • Collective Family Office reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Collective Family Office sold 1,825 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $216K.
  • Collective Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Collective Family Office's iShares Core US Aggregate Bond ETF position peaked at $216K in Q4 2020.
  • 1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Collective Family Office's 13F filing for Q1 2021, filed 14 Apr 2021.