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

MBE 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
2021
Q4 		– Sell
-1,758
Closed -$202K – 66
2021
Q3 		$202K Buy
1,758
+1
+0.1% +$116 0.1% 59
2021
Q2 		$203K Sell
1,757
-73
-4% -$8.36K 0.11% 57
2021
Q1 		$208K Buy
1,830
+15
+0.8% +$1.74K 0.11% 54
2020
Q4 		$214K Buy
+1,815
New +$214K 0.14% 52
2020
Q2 		– Sell
-1,542
Closed -$177K – 57
2020
Q1 		$177K Buy
+1,542
New +$176K 0.17% 43

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
BlackRock
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

MBE Wealth Management's AGG Position: Q4 2021 in Review

MBE Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 1,758 shares — an estimated $202K sold.

MBE Wealth Management first reported a position in AGG in Q1 2020 and held it in 5 quarters. The position peaked at $214K in Q4 2020. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

  • MBE Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • MBE Wealth Management sold 1,758 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $202K.
  • MBE Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 5 quarters.
  • MBE Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $214K in Q4 2020.
  • 1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on MBE Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.