D'Orazio & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

D'Orazio & Associates’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	-405	Closed	-$47K	–	111
2021 Q3	$47K	Hold	405	–	–	0.01%	210
2021 Q2	$47K	Buy	+405	New	+$46.4K	0.01%	174
2021 Q1	–	Sell	-328	Closed	-$39K	–	376
2020 Q4	$39K	Hold	328	–	–	0.01%	166
2020 Q3	$39K	Sell	328 -153	-32%	-$18.1K	0.02%	154
2020 Q2	$57K	Buy	481 +153	+47%	+$17.9K	0.02%	126
2020 Q1	$38K	Hold	328	–	–	0.02%	143
2019 Q4	$37K	Sell	328 -1,359	-81%	-$153K	0.01%	168
2019 Q3	$191K	Buy	1,687 +450	+36%	+$50.6K	0.06%	71
2019 Q2	$138K	Hold	1,237	–	–	0.04%	84
2019 Q1	$135K	Sell	1,237 -72	-6%	-$7.72K	0.04%	81
2018 Q4	$139K	Buy	+1,309	New	+$137K	0.05%	71

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

D'Orazio & Associates's AGG Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 405 shares — an estimated $47K sold.

D'Orazio & Associates first reported a position in AGG in Q4 2018 and held it in 11 quarters. The position peaked at $191K in Q3 2019. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

D'Orazio & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 405 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $47K.
D'Orazio & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 11 quarters.
D'Orazio & Associates's iShares Core US Aggregate Bond ETF position peaked at $191K in Q3 2019.
1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.