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Klaas Financial Asset Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Klaas Financial Asset 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
2021
Q3 		– Sell
-13,069
Closed -$1.51M – 82
2021
Q2 		$1.51M Buy
13,069
+994
+8% +$114K 0.38% 24
2021
Q1 		$1.38M Buy
12,075
+1,174
+11% +$136K 0.38% 25
2020
Q4 		$1.29M Buy
+10,901
New +$1.28M 0.37% 20

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Klaas Financial Asset Advisors's AGG Position: Q3 2021 in Review

Klaas Financial Asset Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 13,069 shares — an estimated $1.51M sold.

Klaas Financial Asset Advisors first reported a position in AGG in Q4 2020 and held it in 3 quarters. The position peaked at $1.51M in Q2 2021. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Klaas Financial Asset Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 13,069 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $1.51M.
  • Klaas Financial Asset Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Klaas Financial Asset Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.51M in Q2 2021.
  • 1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Klaas Financial Asset Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.