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

Hoover 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
2021
Q2 		$9K Sell
78
-1,966
-96% -$225K ﹤0.01% 484
2021
Q1 		$233K Sell
2,044
-1,168
-36% -$135K 0.04% 110
2020
Q4 		$376K Buy
3,212
+1,691
+111% +$199K 0.09% 66
2020
Q3 		$180K Buy
1,521
+5
+0.3% +$593 0.06% 99
2020
Q2 		$179K Buy
+1,516
New +$177K 0.07% 98

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hoover Financial Advisors's AGG Position: Q2 2021 in Review

Hoover Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 96% in Q2 2021, selling an estimated $225K and leaving 78 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Hoover Financial Advisors first reported a position in AGG in Q2 2020 and has held it in 5 quarters since. The position peaked at $376K in Q4 2020. 1,453 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

  • Hoover Financial Advisors held 78 shares of iShares Core US Aggregate Bond ETF worth $9K as of Q2 2021.
  • Hoover Financial Advisors sold 1,966 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $225K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #484 holding.
  • Hoover Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • Hoover Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $376K in Q4 2020.
  • 1,453 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.