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Monumental Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Monumental Financial Group’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
-151
Closed -$17K – 29
2021
Q2 		$17K Sell
151
-6,971
-98% -$799K 0.01% 67
2021
Q1 		$811K Buy
+7,122
New +$825K 0.77% 17

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

Monumental Financial Group's AGG Position: Q3 2021 in Review

Monumental Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 151 shares — an estimated $17K sold.

Monumental Financial Group first reported a position in AGG in Q1 2021 and held it in 2 quarters. The position peaked at $811K in Q1 2021. 1,436 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Monumental Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 151 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $17K.
  • Monumental Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Monumental Financial Group's iShares Core US Aggregate Bond ETF position peaked at $811K in Q1 2021.
  • 1,436 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.