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

Integral Investment 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 		– Sell
-33,690
Closed -$3.61M – 80
2022
Q1 		$3.61M Buy
33,690
+5,323
+19% +$586K 2.26% 13
2021
Q4 		$3.24M Buy
+28,367
New +$3.25M 2.33% 12

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
Envestnet Asset Management
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
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
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

Integral Investment Advisors's AGG Position: Q2 2022 in Review

Integral Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 33,690 shares — an estimated $3.61M sold.

Integral Investment Advisors first reported a position in AGG in Q4 2021 and held it in 2 quarters. The position peaked at $3.61M in Q1 2022. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Integral Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Integral Investment Advisors sold 33,690 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $3.61M.
  • Integral Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Integral Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.61M in Q1 2022.
  • 1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Integral Investment Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.