Family Legacy Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Family Legacy Inc’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 Q1	–	Sell	-1,879	Closed	-$222K	–	109
2020 Q4	$222K	Buy	1,879 +5	+0.3%	+$589	0.11%	112
2020 Q3	$221K	Buy	+1,874	New	+$222K	0.13%	108
2020 Q2	–	Sell	-1,863	Closed	-$215K	–	113
2020 Q1	$215K	Buy	1,863 +40	+2%	+$4.56K	0.15%	108
2019 Q4	$205K	Sell	1,823 -1	-0.1%	-$113	0.12%	117
2019 Q3	$204K	Buy	1,824 +27	+2%	+$3.04K	0.13%	112
2019 Q2	$200K	Buy	+1,797	New	+$196K	0.16%	108
2019 Q1	–	Sell	-1,803	Closed	-$192K	–	108
2018 Q4	$192K	Sell	1,803 -9	-0.5%	-$944	0.17%	104
2018 Q3	$191K	Sell	1,812 -6	-0.3%	-$636	0.16%	106
2018 Q2	$193K	Buy	+1,818	New	+$193K	0.17%	103
2018 Q1	–	Sell	-2,056	Closed	-$225K	–	102
2017 Q4	$225K	Buy	+2,056	New	+$225K	0.2%	100
2017 Q3	–	Sell	-2,163	Closed	-$237K	–	44
2017 Q2	$237K	Buy	+2,163	New	+$236K	0.24%	88

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

MFRM

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

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

Family Legacy Inc's AGG Position: Q1 2021 in Review

Family Legacy Inc sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 1,879 shares — an estimated $222K sold.

Family Legacy Inc first reported a position in AGG in Q2 2017 and held it in 11 quarters. The position peaked at $237K in Q2 2017. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

Family Legacy Inc reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
Family Legacy Inc sold 1,879 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $222K.
Family Legacy Inc first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and held it in 11 quarters.
Family Legacy Inc's iShares Core US Aggregate Bond ETF position peaked at $237K in Q2 2017.
1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Family Legacy Inc's 13F filing for Q1 2021, filed 9 Apr 2021.