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

Future Financial 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
Q2 		– Sell
-125
Closed -$13K – 136
2022
Q1 		$13K Hold
125
– – 0.01% 403
2021
Q4 		$14K Buy
+125
New +$14.3K 0.01% 398

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Future Financial Wealth Management's AGG Position: Q2 2022 in Review

Future Financial Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 125 shares — an estimated $13K sold.

Future Financial Wealth Management first reported a position in AGG in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Future Financial Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 125 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $13K.
  • Future Financial Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Future Financial Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $14K in Q4 2021.
  • 1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.