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Demars Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Demars Financial Group’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 		– Sell
-2,454
Closed -$263K – 75
2022
Q1 		$263K Sell
2,454
-11,855
-83% -$1.3M 0.13% 77
2021
Q4 		$1.63M Sell
14,309
-601
-4% -$68.8K 0.86% 35
2021
Q3 		$1.71M Buy
14,910
+8,332
+127% +$966K 1.01% 33
2021
Q2 		$759K Buy
6,578
+1,461
+29% +$167K 0.46% 45
2021
Q1 		$582K Buy
5,117
+1,220
+31% +$141K 0.39% 49
2020
Q4 		$461K Buy
3,897
+303
+8% +$35.7K 0.33% 49
2020
Q3 		$424K Buy
3,594
+497
+16% +$59K 0.32% 45
2020
Q2 		$366K Buy
3,097
+1,134
+58% +$133K 0.3% 44
2020
Q1 		$226K Buy
+1,963
New +$224K 0.24% 46

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
Envestnet Asset Management
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
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
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

Demars Financial Group's AGG Position: Q2 2022 in Review

Demars Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 2,454 shares — an estimated $263K sold.

Demars Financial Group first reported a position in AGG in Q1 2020 and held it in 9 quarters. The position peaked at $1.71M in Q3 2021. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Demars Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Demars Financial Group sold 2,454 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $263K.
  • Demars Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 9 quarters.
  • Demars Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.71M in Q3 2021.
  • 1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Demars Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.