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

HYA 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	$2.56M	Sell	25,194 -1,479	-6%	-$152K	1%	29
2022 Q1	$2.86M	Sell	26,673 -4,990	-16%	-$549K	0.99%	28
2021 Q4	$3.61M	Sell	31,663 -2,972	-9%	-$340K	1.29%	24
2021 Q3	$3.95M	Sell	34,635 -3,189	-8%	-$370K	1.59%	20
2021 Q2	$4.36M	Buy	37,824 +44	+0.1%	+$5.04K	1.83%	14
2021 Q1	$4.3M	Buy	37,780 +1,904	+5%	+$220K	2.03%	14
2020 Q4	$4.24M	Buy	35,876 +4,103	+13%	+$483K	2.25%	13
2020 Q3	$3.75M	Buy	31,773 +14,441	+83%	+$1.71M	2.26%	12
2020 Q2	$2.05M	Buy	17,332 +7,563	+77%	+$885K	1.35%	20
2020 Q1	$1.13M	Buy	9,769 +4,493	+85%	+$512K	0.93%	25
2019 Q4	$593K	Buy	+5,276	New	+$595K	0.38%	53

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

HYA Advisors's AGG Position: Q2 2022 in Review

HYA Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.5% in Q2 2022, selling an estimated $152K and leaving 25,194 shares worth $2.56M. The position accounts for 1% of the portfolio, ranked #29.

HYA Advisors first reported a position in AGG in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.36M in Q2 2021. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

HYA Advisors held 25,194 shares of iShares Core US Aggregate Bond ETF worth $2.56M as of Q2 2022.
HYA Advisors sold 1,479 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $152K.
iShares Core US Aggregate Bond ETF made up 1% of HYA Advisors's portfolio in Q2 2022, its #29 holding.
HYA Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.36M in Q2 2021.
1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.