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Cypress Point Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cypress Point Wealth Management’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 		– Sell
-220
Closed -$25K – 34
2021
Q3 		$25K Hold
220
– – 0.02% 81
2021
Q2 		$25K Hold
220
– – 0.02% 87
2021
Q1 		$25K Buy
220
+38
+21% +$4.4K 0.03% 54
2020
Q4 		$22K Buy
+182
New +$21.4K 0.03% 125

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

Cypress Point Wealth Management's AGG Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 220 shares — an estimated $25K sold.

Cypress Point Wealth Management first reported a position in AGG in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q3 2021. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 220 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $25K.
  • Cypress Point Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $25K in Q3 2021.
  • 1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.