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Intersect Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Intersect Capital’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 		$558K Buy
5,492
+527
+11% +$54.2K 0.17% 131
2022
Q1 		$532K Buy
4,965
+927
+23% +$102K 0.1% 185
2021
Q4 		$461K Buy
4,038
+1,263
+46% +$144K 0.09% 211
2021
Q3 		$319K Hold
2,775
– – 0.05% 265
2021
Q2 		$320K Buy
2,775
+400
+17% +$45.8K 0.06% 251
2021
Q1 		$270K Buy
2,375
+483
+26% +$55.9K 0.05% 258
2020
Q4 		$224K Buy
+1,892
New +$223K 0.05% 256

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Intersect Capital's AGG Position: Q2 2022 in Review

Intersect Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q2 2022, buying an estimated $54.2K and bringing the position to 5,492 shares worth $558K. The position accounts for 0.17% of the portfolio, ranked #131.

Intersect Capital first reported a position in AGG in Q4 2020 and has held it in 7 quarters since. 1,533 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Intersect Capital held 5,492 shares of iShares Core US Aggregate Bond ETF worth $558K as of Q2 2022.
  • Intersect Capital bought 527 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $54.2K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Intersect Capital's portfolio in Q2 2022, its #131 holding.
  • Intersect Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 7 quarters since.
  • 1,533 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.