Dougherty Wealth Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Dougherty Wealth Advisers’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 Q2	–	Sell	-13	Closed	-$1K	–	135
2021 Q1	$1K	Buy	+13	New	+$1.5K	﹤0.01%	127
2020 Q1	–	Sell	-100	Closed	-$11K	–	160
2019 Q4	$11K	Hold	100	–	–	0.03%	162
2019 Q3	$11K	Buy	+100	New	+$11.2K	0.04%	164
2019 Q2	–	Sell	-100	Closed	-$11K	–	248
2019 Q1	$11K	Hold	100	–	–	0.04%	172
2018 Q4	$11K	Buy	+100	New	+$10.5K	0.04%	177

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

MFRM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dougherty Wealth Advisers's AGG Position: Q2 2021 in Review

Dougherty Wealth Advisers sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

Dougherty Wealth Advisers first reported a position in AGG in Q4 2018 and held it in 5 quarters. The position peaked at $11K in Q4 2019. 1,452 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

Dougherty Wealth Advisers reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Dougherty Wealth Advisers sold 13 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $1K.
Dougherty Wealth Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 5 quarters.
Dougherty Wealth Advisers's iShares Core US Aggregate Bond ETF position peaked at $11K in Q4 2019.
1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2021, filed 5 Aug 2021.