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

HawsGoodwin 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
2021 Q4	$1.33M	Sell	11,683 -4,375	-27%	-$501K	0.39%	59
2021 Q3	$1.84M	Hold	16,058	–	–	0.56%	45
2021 Q2	$1.85M	Buy	16,058 +69	+0.4%	+$7.91K	0.57%	44
2021 Q1	$1.82M	Hold	15,989	–	–	0.58%	44
2020 Q4	$1.89M	Hold	15,989	–	–	0.59%	38
2020 Q3	$1.89M	Hold	15,989	–	–	0.67%	36
2020 Q2	$1.89M	Buy	15,989 +12,785	+399%	+$1.5M	0.74%	34
2020 Q1	$370K	Buy	3,204 +2,869	+856%	+$327K	0.19%	67
2019 Q4	$38K	Buy	+335	New	+$37.8K	0.02%	86

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

HawsGoodwin Investment Management's AGG Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 27% in Q4 2021, selling an estimated $501K and leaving 11,683 shares worth $1.33M. The position accounts for 0.39% of the portfolio, ranked #59.

HawsGoodwin Investment Management first reported a position in AGG in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.89M in Q4 2020. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

HawsGoodwin Investment Management held 11,683 shares of iShares Core US Aggregate Bond ETF worth $1.33M as of Q4 2021.
HawsGoodwin Investment Management sold 4,375 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $501K.
iShares Core US Aggregate Bond ETF made up 0.39% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #59 holding.
HawsGoodwin Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's iShares Core US Aggregate Bond ETF position peaked at $1.89M in Q4 2020.
1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.