Hayden Royal’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hayden Royal’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	$240K	Buy	2,104 +5	+0.2%	+$572	0.56%	61
2021 Q3	$241K	Sell	2,099 -938	-31%	-$109K	0.39%	70
2021 Q2	$350K	Buy	3,037 +41	+1%	+$4.7K	0.19%	121
2021 Q1	$341K	Sell	2,996 -520	-15%	-$60.2K	0.2%	117
2020 Q4	$416K	Sell	3,516 -2,833	-45%	-$334K	0.23%	102
2020 Q3	$749K	Sell	6,349 -1,417	-18%	-$168K	0.4%	63
2020 Q2	$918K	Sell	7,766 -698	-8%	-$81.7K	0.52%	46
2020 Q1	$976K	Sell	8,464 -239	-3%	-$27.2K	0.57%	39
2019 Q4	$996K	Sell	8,703 -5,086	-37%	-$573K	0.5%	46
2019 Q3	$1.56M	Sell	13,789 -4,327	-24%	-$486K	1.37%	13
2019 Q2	$2M	Buy	18,116 +3,624	+25%	+$396K	2.14%	7
2019 Q1	$1.58M	Buy	14,492 +9,956	+219%	+$1.07M	2.06%	8
2018 Q4	$483K	Buy	+4,536	New	+$476K	0.25%	89

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

Hayden Royal's AGG Position: Q4 2021 in Review

Hayden Royal increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.24% in Q4 2021, buying an estimated $572 and bringing the position to 2,104 shares worth $240K. The position accounts for 0.56% of the portfolio, ranked #61.

Hayden Royal first reported a position in AGG in Q4 2018 and has held it in 13 quarters since. The position peaked at $2M in Q2 2019. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

Hayden Royal held 2,104 shares of iShares Core US Aggregate Bond ETF worth $240K as of Q4 2021.
Hayden Royal bought 5 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $572.
iShares Core US Aggregate Bond ETF made up 0.56% of Hayden Royal's portfolio in Q4 2021, its #61 holding.
Hayden Royal first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 13 quarters since.
Hayden Royal's iShares Core US Aggregate Bond ETF position peaked at $2M in Q2 2019.
1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.