GG
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GenWealth Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

GenWealth Group’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
-3,275
Closed -$387K – 67
2020
Q4 		$387K Sell
3,275
-1,169
-26% -$138K 0.13% 52
2020
Q3 		$522K Sell
4,444
-725
-14% -$86K 0.19% 40
2020
Q2 		$610K Sell
5,169
-362
-7% -$42.4K 0.24% 38
2020
Q1 		$638K Sell
5,531
-599
-10% -$68.3K 0.28% 26
2019
Q4 		$688K Sell
6,130
-1,922
-24% -$217K 0.27% 40
2019
Q3 		$911K Sell
8,052
-3,183
-28% -$358K 0.38% 29
2019
Q2 		$1.25M Sell
11,235
-3,860
-26% -$422K 0.53% 27
2019
Q1 		$1.63M Sell
15,095
-10,124
-40% -$1.09M 0.74% 25
2018
Q4 		$2.69M Buy
25,219
+32
+0.1% +$3.36K 1.34% 18
2018
Q3 		$2.65M Sell
25,187
-592
-2% -$62.8K 1.22% 21
2018
Q2 		$2.74M Sell
25,779
-3,319
-11% -$352K 1.34% 19
2018
Q1 		$3.12M Sell
29,098
-688
-2% -$73.9K 1.6% 14
2017
Q4 		$3.22M Sell
29,786
-1,553
-5% -$170K 1.62% 17
2017
Q3 		$3.43M Buy
+31,339
New +$3.44M 2.06% 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
BlackRock
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
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
Creative Planning
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GenWealth Group's AGG Position: Q1 2021 in Review

GenWealth Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 3,275 shares — an estimated $387K sold.

GenWealth Group first reported a position in AGG in Q3 2017 and held it in 14 quarters. The position peaked at $3.43M in Q3 2017. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • GenWealth Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • GenWealth Group sold 3,275 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $387K.
  • GenWealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and held it in 14 quarters.
  • GenWealth Group's iShares Core US Aggregate Bond ETF position peaked at $3.43M in Q3 2017.
  • 1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on GenWealth Group's 13F filing for Q1 2021, filed 26 Apr 2021.