First Command Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First Command Financial Services’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
2023 Q1	–	Sell	-5	Closed	-$1K	–	381
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	370
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	370
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	389
2022 Q1	$1K	Sell	5 -514	-99%	-$56.6K	﹤0.01%	379
2021 Q4	$59K	Buy	519 +514	+10,280%	+$58.8K	0.01%	235
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	431
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	418
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	417
2020 Q4	$1K	Buy	+5	New	+$589	﹤0.01%	350
2020 Q1	–	Sell	-1	Closed	–	–	338
2019 Q4	$0	Hold	1	–	–	﹤0.01%	360
2019 Q3	$0	Buy	+1	New	+$112	﹤0.01%	382
2019 Q1	–	Sell	-259	Closed	-$28K	–	412
2018 Q4	$28K	Sell	259 -116	-31%	-$12.2K	0.01%	251
2018 Q3	$39K	Buy	375 +116	+45%	+$12.3K	0.01%	225
2018 Q2	$28K	Hold	259	–	–	0.01%	253
2018 Q1	$28K	Hold	259	–	–	﹤0.01%	262
2017 Q4	$28K	Buy	+259	New	+$28.3K	0.02%	255

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

First Command Financial Services's AGG Position: Q1 2023 in Review

First Command Financial Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 5 shares — an estimated $1K sold.

First Command Financial Services first reported a position in AGG in Q4 2017 and held it in 16 quarters. The position peaked at $59K in Q4 2021. 1,615 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

First Command Financial Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
First Command Financial Services sold 5 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $1K.
First Command Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 16 quarters.
First Command Financial Services's iShares Core US Aggregate Bond ETF position peaked at $59K in Q4 2021.
1,615 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on First Command Financial Services's 13F filing for Q1 2023, filed 14 Apr 2023.