L. Roy Papp & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

L. Roy Papp & Associates’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 Q3	–	Sell	-2,905	Closed	-$295K	–	163
2022 Q2	$295K	Sell	2,905 -5,090	-64%	-$523K	0.04%	145
2022 Q1	$856K	Hold	7,995	–	–	0.11%	106
2021 Q4	$912K	Hold	7,995	–	–	0.1%	101
2021 Q3	$918K	Hold	7,995	–	–	0.12%	102
2021 Q2	$922K	Hold	7,995	–	–	0.12%	105
2021 Q1	$910K	Sell	7,995 -357	-4%	-$41.3K	0.13%	97
2020 Q4	$987K	Buy	8,352 +2,753	+49%	+$324K	0.11%	100
2020 Q3	$661K	Buy	+5,599	New	+$664K	0.08%	113

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

L. Roy Papp & Associates's AGG Position: Q3 2022 in Review

L. Roy Papp & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2022, closing a stake of 2,905 shares — an estimated $295K sold.

L. Roy Papp & Associates first reported a position in AGG in Q3 2020 and held it in 8 quarters. The position peaked at $987K in Q4 2020. 1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

L. Roy Papp & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
L. Roy Papp & Associates sold 2,905 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $295K.
L. Roy Papp & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 8 quarters.
L. Roy Papp & Associates's iShares Core US Aggregate Bond ETF position peaked at $987K in Q4 2020.
1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on L. Roy Papp & Associates's 13F filing for Q3 2022, filed 21 Oct 2022.