HC Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

HC Financial Advisors’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 Q2	$3K	Hold	27	–	–	﹤0.01%	299
2022 Q1	$3K	Hold	27	–	–	﹤0.01%	283
2021 Q4	$3K	Hold	27	–	–	﹤0.01%	294
2021 Q3	$3K	Buy	27 +1	+4%	+$116	﹤0.01%	286
2021 Q2	$3K	Sell	26 -1,023	-98%	-$117K	﹤0.01%	300
2021 Q1	$119K	Buy	1,049 +14	+1%	+$1.62K	0.07%	93
2020 Q4	$122K	Buy	1,035 +1,023	+8,525%	+$121K	0.08%	95
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	353
2020 Q2	$1K	Buy	12 +2	+20%	+$234	﹤0.01%	330
2020 Q1	$1K	Buy	+10	New	+$1.14K	﹤0.01%	367

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

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

BlackRock New York $5.72T AUM 30.48% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

HC Financial Advisors's AGG Position: Q2 2022 in Review

HC Financial Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2022 at 27 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

HC Financial Advisors first reported a position in AGG in Q1 2020 and has held it in 10 quarters since. The position peaked at $122K in Q4 2020. 1,533 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

HC Financial Advisors held 27 shares of iShares Core US Aggregate Bond ETF worth $3K as of Q2 2022.
HC Financial Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2022.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #299 holding.
HC Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $122K in Q4 2020.
1,533 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.