Doliver Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Doliver Advisors’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	-15,924	Closed	-$1.83M	–	159
2021 Q3	$1.83M	Buy	+15,924	New	+$1.85M	0.61%	24
2020 Q4	–	Sell	-7,179	Closed	-$848K	–	137
2020 Q3	$848K	Sell	7,179 -5,946	-45%	-$705K	0.43%	47
2020 Q2	$1.55M	Buy	13,125 +391	+3%	+$45.8K	0.69%	27
2020 Q1	$1.49M	Buy	+12,734	New	+$1.45M	0.74%	27
2019 Q1	–	Sell	-4,514	Closed	-$481K	–	134
2018 Q4	$481K	Buy	+4,514	New	+$473K	0.24%	59

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Doliver Advisors's AGG Position: Q4 2021 in Review

Doliver Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 15,924 shares — an estimated $1.83M sold.

Doliver Advisors first reported a position in AGG in Q4 2018 and held it in 5 quarters. The position peaked at $1.83M in Q3 2021. 1,592 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

Doliver Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
Doliver Advisors sold 15,924 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $1.83M.
Doliver Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 5 quarters.
Doliver Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.83M in Q3 2021.
1,592 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Doliver Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.