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

Monument 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
2022 Q1	–	Sell	-31,069	Closed	-$3.54M	–	134
2021 Q4	$3.54M	Sell	31,069 -7,972	-20%	-$912K	1.1%	22
2021 Q3	$4.48M	Sell	39,041 -7,739	-17%	-$897K	1.52%	7
2021 Q2	$5.39M	Sell	46,780 -459	-1%	-$52.6K	1.87%	8
2021 Q1	$5.38M	Buy	47,239 +25,810	+120%	+$2.99M	2.16%	8
2020 Q4	$2.53M	Buy	21,429 +1,884	+10%	+$222K	1.17%	34
2020 Q3	$2.31M	Buy	19,545 +3,408	+21%	+$404K	1.22%	34
2020 Q2	$1.91M	Buy	+16,137	New	+$1.89M	1.12%	46
2019 Q3	–	Sell	-3,949	Closed	-$439K	–	85
2019 Q2	$439K	Sell	3,949 -91	-2%	-$9.95K	0.24%	82
2019 Q1	$441K	Sell	4,040 -24	-0.6%	-$2.57K	0.25%	79
2018 Q4	$433K	Buy	4,064 +414	+11%	+$43.4K	0.27%	80
2018 Q3	$385K	Buy	3,650 +7	+0.2%	+$743	0.22%	69
2018 Q2	$387K	Buy	+3,643	New	+$386K	0.27%	67

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

Monument Capital Management's AGG Position: Q1 2022 in Review

Monument Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 31,069 shares — an estimated $3.54M sold.

Monument Capital Management first reported a position in AGG in Q2 2018 and held it in 12 quarters. The position peaked at $5.39M in Q2 2021. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

Monument Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Monument Capital Management sold 31,069 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $3.54M.
Monument Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and held it in 12 quarters.
Monument Capital Management's iShares Core US Aggregate Bond ETF position peaked at $5.39M in Q2 2021.
1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Monument Capital Management's 13F filing for Q1 2022, filed 14 Apr 2022.