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Hatton Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hatton Consulting’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 		$16.8M Buy
146,026
+7,623
+6% +$884K 12.47% 3
2021
Q2 		$16M Buy
138,403
+6,905
+5% +$791K 12.51% 2
2021
Q1 		$15M Buy
+131,498
New +$15.2M 13.74% 2

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hatton Consulting's AGG Position: Q3 2021 in Review

Hatton Consulting increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.5% in Q3 2021, buying an estimated $884K and bringing the position to 146,026 shares worth $16.8M. The position accounts for 12.47% of the portfolio, ranked #3.

Hatton Consulting first reported a position in AGG in Q1 2021 and has held it in 3 quarters since. 1,436 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Hatton Consulting held 146,026 shares of iShares Core US Aggregate Bond ETF worth $16.8M as of Q3 2021.
  • Hatton Consulting bought 7,623 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $884K.
  • iShares Core US Aggregate Bond ETF made up 12.47% of Hatton Consulting's portfolio in Q3 2021, its #3 holding.
  • Hatton Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.