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

Fulcrum Equity 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
2021
Q3 		– Sell
-2,794
Closed -$322K – 179
2021
Q2 		$322K Sell
2,794
-91
-3% -$10.4K 0.12% 135
2021
Q1 		$328K Sell
2,885
-24
-0.8% -$2.78K 0.13% 136
2020
Q4 		$344K Buy
+2,909
New +$343K 0.14% 119
2019
Q4 		– Sell
-14,324
Closed -$1.62M – 94
2019
Q3 		$1.62M Buy
+14,324
New +$1.61M 0.82% 15

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fulcrum Equity Management's AGG Position: Q3 2021 in Review

Fulcrum Equity Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 2,794 shares — an estimated $322K sold.

Fulcrum Equity Management first reported a position in AGG in Q3 2019 and held it in 4 quarters. The position peaked at $1.62M in Q3 2019. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Fulcrum Equity Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 2,794 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $322K.
  • Fulcrum Equity Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and held it in 4 quarters.
  • Fulcrum Equity Management's iShares Core US Aggregate Bond ETF position peaked at $1.62M in Q3 2019.
  • 1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.