Mirsky Financial Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mirsky Financial 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	$32.2M	Sell	282,044 -721	-0.3%	-$82.5K	13.28%	1
2021 Q3	$32.5M	Buy	282,765 +4,159	+1%	+$482K	14.49%	1
2021 Q2	$32.1M	Buy	278,606 +79,049	+40%	+$9.06M	14.27%	1
2021 Q1	$22.7M	Buy	199,557 +14,766	+8%	+$1.71M	10.54%	1
2020 Q4	$21.8M	Buy	184,791 +25,695	+16%	+$3.03M	11.24%	1
2020 Q3	$18.8M	Buy	159,096 +6,767	+4%	+$803K	10.62%	1
2020 Q2	$18M	Sell	152,329 -70,222	-32%	-$8.22M	10.82%	1
2020 Q1	$25.7M	Buy	222,551 +40,126	+22%	+$4.57M	18.11%	1
2019 Q4	$20.5M	Buy	182,425 +14,226	+8%	+$1.6M	13.32%	1
2019 Q3	$19M	Buy	168,199 +66,474	+65%	+$7.47M	13.66%	1
2019 Q2	$11.3M	Buy	101,725 +2,656	+3%	+$290K	8.52%	3
2019 Q1	$10.8M	Sell	99,069 -1,222	-1%	-$131K	8.4%	3
2018 Q4	$10.7M	Buy	+100,291	New	+$10.5M	9.38%	2

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

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

Mirsky Financial Management's AGG Position: Q4 2021 in Review

Mirsky Financial Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.25% in Q4 2021, selling an estimated $82.5K and leaving 282,044 shares worth $32.2M. The position accounts for 13.28% of the portfolio, ranked #1.

Mirsky Financial Management first reported a position in AGG in Q4 2018 and has held it in 13 quarters since. The position peaked at $32.5M in Q3 2021. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

Mirsky Financial Management held 282,044 shares of iShares Core US Aggregate Bond ETF worth $32.2M as of Q4 2021.
Mirsky Financial Management sold 721 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $82.5K.
iShares Core US Aggregate Bond ETF made up 13.28% of Mirsky Financial Management's portfolio in Q4 2021, its #1 holding.
Mirsky Financial Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 13 quarters since.
Mirsky Financial Management's iShares Core US Aggregate Bond ETF position peaked at $32.5M in Q3 2021.
1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.