InTrack Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

InTrack Investment Management’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	-2,910	Closed	-$312K	–	109
2022 Q1	$312K	Hold	2,910	–	–	0.25%	100
2021 Q4	$332K	Hold	2,910	–	–	0.23%	102
2021 Q3	$333K	Hold	2,910	–	–	0.24%	97
2021 Q2	$337K	Hold	2,910	–	–	0.26%	92
2021 Q1	$331K	Hold	2,910	–	–	0.3%	79
2020 Q4	$344K	Buy	+2,910	New	+$343K	0.34%	70

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

InTrack Investment Management's AGG Position: Q2 2022 in Review

InTrack Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 2,910 shares — an estimated $312K sold.

InTrack Investment Management first reported a position in AGG in Q4 2020 and held it in 6 quarters. The position peaked at $344K in Q4 2020. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

InTrack Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
InTrack Investment Management sold 2,910 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $312K.
InTrack Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 6 quarters.
InTrack Investment Management's iShares Core US Aggregate Bond ETF position peaked at $344K in Q4 2020.
1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on InTrack Investment Management's 13F filing for Q2 2022, filed 2 Aug 2022.