MainStreet Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MainStreet Investment 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	-5,298	Closed	-$611K	–	180
2021 Q2	$611K	Hold	5,298	–	–	0.05%	132
2021 Q1	$603K	Sell	5,298 -3,220	-38%	-$373K	0.05%	128
2020 Q4	$1.01M	Sell	8,518 -7,216	-46%	-$850K	0.08%	100
2020 Q3	$1.86M	Sell	15,734 -518,563	-97%	-$61.5M	0.15%	88
2020 Q2	$63.2M	Buy	534,297 +528,549	+9,195%	+$61.9M	4.32%	6
2020 Q1	$663K	Buy	5,748 +1,222	+27%	+$139K	0.08%	131
2019 Q4	$508K	Hold	4,526	–	–	0.06%	133
2019 Q3	$512K	Hold	4,526	–	–	0.07%	113
2019 Q2	$504K	Buy	+4,526	New	+$495K	0.07%	115

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

MainStreet Investment Advisors's AGG Position: Q3 2021 in Review

MainStreet Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 5,298 shares — an estimated $611K sold.

MainStreet Investment Advisors first reported a position in AGG in Q2 2019 and held it in 9 quarters. The position peaked at $63.2M in Q2 2020. 1,435 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

MainStreet Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
MainStreet Investment Advisors sold 5,298 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $611K.
MainStreet Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and held it in 9 quarters.
MainStreet Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $63.2M in Q2 2020.
1,435 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on MainStreet Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.