MSFP
AGG icon

Mark Sheptoff Financial Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-500
Closed -$54K – 378
2022
Q1 		$54K Buy
+500
New +$55K 0.03% 172

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
Envestnet Asset Management
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
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
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

Mark Sheptoff Financial Planning's AGG Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 500 shares — an estimated $54K sold.

Mark Sheptoff Financial Planning first reported a position in AGG in Q1 2022 and held it in 1 quarter. The position peaked at $54K in Q1 2022. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $54K.
  • Mark Sheptoff Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $54K in Q1 2022.
  • 1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.