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

Greenwich Investment 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	-1,819	Closed	-$208K	–	67
2021 Q4	$208K	Buy	+1,819	New	+$208K	0.14%	68
2020 Q3	$286K	Hold	2,425	–	–	0.32%	36
2020 Q2	$287K	Sell	2,425 -875	-27%	-$102K	0.36%	38
2020 Q1	$381K	Sell	3,300 -550	-14%	-$62.7K	0.47%	37
2019 Q4	$433K	Hold	3,850	–	–	0.42%	38
2019 Q3	$436K	Hold	3,850	–	–	0.46%	38
2019 Q2	$429K	Buy	3,850 +550	+17%	+$60.1K	0.42%	40
2019 Q1	$360K	Hold	3,300	–	–	0.39%	42
2018 Q4	$351K	Hold	3,300	–	–	0.43%	40
2018 Q3	$348K	Sell	3,300 -700	-18%	-$74.3K	0.37%	43
2018 Q2	$425K	Buy	+4,000	New	+$424K	0.44%	44
2017 Q2	–	Sell	-3,500	Closed	-$379K	–	51
2017 Q1	$379K	Buy	+3,500	New	+$379K	0.41%	37

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

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

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 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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Greenwich Investment Management's AGG Position: Q1 2022 in Review

Greenwich Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 1,819 shares — an estimated $208K sold.

Greenwich Investment Management first reported a position in AGG in Q1 2017 and held it in 12 quarters. The position peaked at $436K in Q3 2019. 1,555 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

Greenwich Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Greenwich Investment Management sold 1,819 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $208K.
Greenwich Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and held it in 12 quarters.
Greenwich Investment Management's iShares Core US Aggregate Bond ETF position peaked at $436K in Q3 2019.
1,555 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

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