Kings Point Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kings Point Capital 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
2021 Q3	–	Sell	-600	Closed	-$69K	–	574
2021 Q2	$69K	Hold	600	–	–	0.01%	318
2021 Q1	$68K	Sell	600 -183	-23%	-$21.2K	0.01%	310
2020 Q4	$93K	Buy	783 +583	+292%	+$68.7K	0.01%	255
2020 Q3	$24K	Buy	+200	New	+$23.7K	﹤0.01%	390
2020 Q1	–	Sell	-129	Closed	-$14K	–	451
2019 Q4	$14K	Sell	129 -118	-48%	-$13.3K	﹤0.01%	458
2019 Q3	$28K	Sell	247 -278	-53%	-$31.3K	﹤0.01%	358
2019 Q2	$58K	Buy	+525	New	+$57.4K	0.01%	239

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kings Point Capital Management's AGG Position: Q3 2021 in Review

Kings Point Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 600 shares — an estimated $69K sold.

Kings Point Capital Management first reported a position in AGG in Q2 2019 and held it in 7 quarters. The position peaked at $93K in Q4 2020. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

Kings Point Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
Kings Point Capital Management sold 600 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $69K.
Kings Point Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and held it in 7 quarters.
Kings Point Capital Management's iShares Core US Aggregate Bond ETF position peaked at $93K in Q4 2020.
1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Kings Point Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.