LWS Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LWS Wealth 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 Q2	–	Sell	-3,880	Closed	-$442K	–	57
2021 Q1	$442K	Sell	3,880 -4,252	-52%	-$492K	0.2%	42
2020 Q4	$961K	Sell	8,132 -8,637	-52%	-$1.02M	0.43%	33
2020 Q3	$1.98M	Buy	16,769 +1,650	+11%	+$196K	0.97%	24
2020 Q2	$1.79M	Buy	+15,119	New	+$1.77M	0.94%	24
2020 Q1	–	Sell	-923	Closed	-$104K	–	52
2019 Q4	$104K	Buy	+923	New	+$104K	0.05%	64

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LWS Wealth Advisors's AGG Position: Q2 2021 in Review

LWS Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2021, closing a stake of 3,880 shares — an estimated $442K sold.

LWS Wealth Advisors first reported a position in AGG in Q4 2019 and held it in 5 quarters. The position peaked at $1.98M in Q3 2020. 1,452 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

LWS Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
LWS Wealth Advisors sold 3,880 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $442K.
LWS Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 5 quarters.
LWS Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.98M in Q3 2020.
1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on LWS Wealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.