Deane Retirement Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Deane Retirement Strategies’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
2020 Q3	–	Sell	-4	Closed	–	–	59
2020 Q2	$0	Hold	4	–	–	﹤0.01%	54
2020 Q1	$0	Sell	4 -8	-67%	-$912	﹤0.01%	61
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	59
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	43
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	47
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	49
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	49
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	53
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	63
2018 Q1	$1K	Sell	12 -84,879	-100%	-$9.11M	﹤0.01%	59
2017 Q4	$9.28M	Sell	84,891 -1,926	-2%	-$211K	8.62%	2
2017 Q3	$9.51M	Buy	+86,817	New	+$9.53M	9.18%	2
2015 Q2	–	Sell	-170	Closed	-$18.7K	–	1
2015 Q1	$19K	Sell	170 -52,219	-100%	-$5.8M	0.02%	38
2014 Q4	$5.77M	Buy	+52,389	New	+$5.76M	5.55%	4

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

MFRM

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

Deane Retirement Strategies's AGG Position: Q3 2020 in Review

Deane Retirement Strategies sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2020, closing a stake of 4 shares.

Deane Retirement Strategies first reported a position in AGG in Q4 2014 and held it in 14 quarters. The position peaked at $9.51M in Q3 2017. 1,299 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

Deane Retirement Strategies reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Deane Retirement Strategies sold 4 iShares Core US Aggregate Bond ETF shares in Q3 2020.
Deane Retirement Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 14 quarters.
Deane Retirement Strategies's iShares Core US Aggregate Bond ETF position peaked at $9.51M in Q3 2017.
1,299 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Deane Retirement Strategies's 13F filing for Q3 2020, filed 7 Oct 2020.