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Crescent Capital Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Crescent Capital Consulting’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 		$379K Hold
3,317
– – 0.06% 136
2021
Q3 		$381K Hold
3,317
– – 0.07% 132
2021
Q2 		$383K Buy
3,317
+68
+2% +$7.79K 0.07% 121
2021
Q1 		$370K Sell
3,249
-10,321
-76% -$1.2M 0.08% 125
2020
Q4 		$1.6M Buy
+13,570
New +$1.6M 0.41% 58

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
Morgan Stanley
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

Crescent Capital Consulting's AGG Position: Q4 2021 in Review

Crescent Capital Consulting held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q4 2021 at 3,317 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #136.

Crescent Capital Consulting first reported a position in AGG in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.6M in Q4 2020. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

  • Crescent Capital Consulting held 3,317 shares of iShares Core US Aggregate Bond ETF worth $379K as of Q4 2021.
  • Crescent Capital Consulting left its iShares Core US Aggregate Bond ETF share count unchanged in Q4 2021.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Crescent Capital Consulting's portfolio in Q4 2021, its #136 holding.
  • Crescent Capital Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's iShares Core US Aggregate Bond ETF position peaked at $1.6M in Q4 2020.
  • 1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.