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Meristem Family Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Meristem Family Wealth’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
Q1 		$548K Hold
5,116
– – 0.06% 175
2021
Q4 		$584K Sell
5,116
-4,150
-45% -$475K 0.05% 201
2021
Q3 		$1.06M Sell
9,266
-724
-7% -$83.9K 0.1% 120
2021
Q2 		$1.15M Buy
+9,990
New +$1.14M 0.18% 69

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Meristem Family Wealth's AGG Position: Q1 2022 in Review

Meristem Family Wealth held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2022 at 5,116 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #175.

Meristem Family Wealth first reported a position in AGG in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.15M in Q2 2021. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

  • Meristem Family Wealth held 5,116 shares of iShares Core US Aggregate Bond ETF worth $548K as of Q1 2022.
  • Meristem Family Wealth left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2022.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Meristem Family Wealth's portfolio in Q1 2022, its #175 holding.
  • Meristem Family Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's iShares Core US Aggregate Bond ETF position peaked at $1.15M in Q2 2021.
  • 1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.