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McMorgan & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

McMorgan & Co’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
-107,465
Closed -$12.4M – 56
2021
Q2 		$12.4M Buy
+107,465
New +$12.3M 2.71% 12

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McMorgan & Co's AGG Position: Q3 2021 in Review

McMorgan & Co sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 107,465 shares — an estimated $12.4M sold.

McMorgan & Co first reported a position in AGG in Q2 2021 and held it in 1 quarter. The position peaked at $12.4M in Q2 2021. 1,436 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • McMorgan & Co reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • McMorgan & Co sold 107,465 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $12.4M.
  • McMorgan & Co first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 1 quarter.
  • McMorgan & Co's iShares Core US Aggregate Bond ETF position peaked at $12.4M in Q2 2021.
  • 1,436 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on McMorgan & Co's 13F filing for Q3 2021, filed 15 Nov 2021.