Lake Point Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lake Point Wealth 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	$157K	Sell	1,548 -3,440	-69%	-$353K	0.09%	37
2022 Q1	$534K	Sell	4,988 -5,552	-53%	-$611K	0.25%	15
2021 Q4	$1.2M	Buy	10,540 +325	+3%	+$37.2K	0.53%	12
2021 Q3	$1.17M	Sell	10,215 -106	-1%	-$12.3K	0.54%	9
2021 Q2	$1.19M	Buy	+10,321	New	+$1.18M	0.55%	9
2020 Q1	$11.1M	Buy	96,172 +5,857	+6%	+$668K	9.76%	4
2019 Q4	$10.1M	Buy	+90,315	New	+$10.2M	3.37%	12
2019 Q2	$8.99M	Hold	80,723	–	–	3.12%	12
2019 Q1	$8.99M	Buy	80,723 +59,629	+283%	+$6.39M	3.12%	12
2018 Q4	$2.25M	Buy	+21,094	New	+$2.21M	0.84%	29

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

Lake Point Wealth Management's AGG Position: Q2 2022 in Review

Lake Point Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 69% in Q2 2022, selling an estimated $353K and leaving 1,548 shares worth $157K. The position accounts for 0.09% of the portfolio, ranked #37.

Lake Point Wealth Management first reported a position in AGG in Q4 2018 and has held it in 10 quarters since. The position peaked at $11.1M in Q1 2020. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

Lake Point Wealth Management held 1,548 shares of iShares Core US Aggregate Bond ETF worth $157K as of Q2 2022.
Lake Point Wealth Management sold 3,440 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $353K.
iShares Core US Aggregate Bond ETF made up 0.09% of Lake Point Wealth Management's portfolio in Q2 2022, its #37 holding.
Lake Point Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $11.1M in Q1 2020.
1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.