Corbenic Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Corbenic Partners’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
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	167
2022 Q1	$3K	Sell	29 -358	-93%	-$39.4K	﹤0.01%	194
2021 Q4	$44K	Buy	387 +358	+1,234%	+$41K	0.01%	91
2021 Q3	$3K	Hold	29	–	–	﹤0.01%	221
2021 Q2	$3K	Hold	29	–	–	﹤0.01%	216
2021 Q1	$3K	Hold	29	–	–	﹤0.01%	209
2020 Q4	$3K	Buy	+29	New	+$3.42K	﹤0.01%	160
2017 Q1	–	Sell	-126	Closed	-$14K	–	201
2016 Q4	$14K	Buy	+126	New	+$13.8K	0.02%	116
2015 Q1	–	Sell	-127	Closed	-$14K	–	160
2014 Q4	$14K	Buy	+127	New	+$14K	0.01%	110

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MFRM

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

Corbenic Partners's AGG Position: Q2 2022 in Review

Corbenic Partners held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2022 at 29 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Corbenic Partners first reported a position in AGG in Q4 2014 and has held it in 9 quarters since. The position peaked at $44K in Q4 2021. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

Corbenic Partners held 29 shares of iShares Core US Aggregate Bond ETF worth $3K as of Q2 2022.
Corbenic Partners left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2022.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Corbenic Partners's portfolio in Q2 2022, its #167 holding.
Corbenic Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 9 quarters since.
Corbenic Partners's iShares Core US Aggregate Bond ETF position peaked at $44K in Q4 2021.
1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.