Elmwood Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Elmwood Wealth Management’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 Q1	–	Sell	-322	Closed	-$37K	–	117
2021 Q4	$37K	Buy	+322	New	+$36.8K	0.02%	206
2021 Q2	$72K	Sell	622 -175	-22%	-$20.1K	0.04%	151
2021 Q1	$91K	Buy	+797	New	+$92.3K	0.06%	136
2020 Q3	$154K	Hold	1,299	–	–	0.12%	95
2020 Q2	$154K	Buy	1,299 +1,168	+892%	+$137K	0.12%	95
2020 Q1	$14.1K	Buy	+131	New	+$14.9K	0.01%	176
2019 Q2	–	Sell	-21	Closed	-$2K	–	277
2019 Q1	$2K	Sell	21 -62	-75%	-$6.65K	﹤0.01%	259
2018 Q4	$9K	Buy	83 +2	+2%	+$210	0.01%	197
2018 Q3	$8.55K	Sell	81 -50	-38%	-$5.3K	0.01%	209
2018 Q2	$13.9K	Hold	131	–	–	0.01%	184
2018 Q1	$14.1K	Buy	+131	New	+$14.1K	0.01%	176

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

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

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 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

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

Elmwood Wealth Management's AGG Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 322 shares — an estimated $37K sold.

Elmwood Wealth Management first reported a position in AGG in Q1 2018 and held it in 11 quarters. The position peaked at $154K in Q3 2020. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 322 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $37K.
Elmwood Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 11 quarters.
Elmwood Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $154K in Q3 2020.
1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.