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

Family 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
-4,279
Closed -$488K – 170
2021
Q4 		$488K Hold
4,279
– – 0.13% 104
2021
Q3 		$491K Hold
4,279
– – 0.14% 105
2021
Q2 		$493K Hold
4,279
– – 0.13% 111
2021
Q1 		$487K Hold
4,279
– – 0.15% 94
2020
Q4 		$506K Hold
4,279
– – 0.17% 87
2020
Q3 		$505K Hold
4,279
– – 0.22% 72
2020
Q2 		$506K Buy
+4,279
New +$501K 0.21% 85

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
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
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Family Management's AGG Position: Q1 2022 in Review

Family Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 4,279 shares — an estimated $488K sold.

Family Management first reported a position in AGG in Q2 2020 and held it in 7 quarters. The position peaked at $506K in Q4 2020. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

  • Family Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Family Management sold 4,279 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $488K.
  • Family Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 7 quarters.
  • Family Management's iShares Core US Aggregate Bond ETF position peaked at $506K in Q4 2020.
  • 1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

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