McMillion Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

McMillion Capital 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 Q1	–	Sell	-460	Closed	-$54K	–	87
2020 Q4	$54K	Buy	+460	New	+$54.2K	0.03%	116
2020 Q2	–	Sell	-460	Closed	-$53K	–	74
2020 Q1	$53K	Hold	460	–	–	0.04%	87
2019 Q4	$52K	Hold	460	–	–	0.03%	102
2019 Q3	$52K	Hold	460	–	–	0.03%	105
2019 Q2	$51K	Buy	+460	New	+$50.3K	0.03%	110
2018 Q3	–	Sell	-4,712	Closed	-$501K	–	69
2018 Q2	$501K	Buy	+4,712	New	+$500K	0.28%	51

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

McMillion Capital Management's AGG Position: Q1 2021 in Review

McMillion Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 460 shares — an estimated $54K sold.

McMillion Capital Management first reported a position in AGG in Q2 2018 and held it in 6 quarters. The position peaked at $501K in Q2 2018. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

McMillion Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
McMillion Capital Management sold 460 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $54K.
McMillion Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and held it in 6 quarters.
McMillion Capital Management's iShares Core US Aggregate Bond ETF position peaked at $501K in Q2 2018.
1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on McMillion Capital Management's 13F filing for Q1 2021, filed 13 May 2021.