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Newman Dignan & Sheerar Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Newman Dignan & Sheerar Inc’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
Q1 		– Sell
-5,460
Closed -$645 – 182
2020
Q4 		$645 Sell
5,460
-1,107
-17% -$130K 0.1% 87
2020
Q3 		$775K Buy
6,567
+2
+0% +$237 0.32% 74
2020
Q2 		$785K Sell
6,565
-956
-13% -$112K 0.34% 71
2020
Q1 		$882K Buy
7,521
+561
+8% +$63.9K 0.46% 53
2019
Q4 		$782 Buy
6,960
+1,386
+25% +$156K 0.08% 77
2019
Q3 		$631K Buy
5,574
+1,847
+50% +$208K 0.3% 80
2019
Q2 		$415 Buy
3,727
+1,418
+61% +$155K 0.01% 111
2019
Q1 		$252K Buy
2,309
+1
+0% +$107 0.1% 140
2018
Q4 		$246 Sell
2,308
-335
-13% -$35.1K 0.02% 131
2018
Q3 		$276K Sell
2,643
-1,320
-33% -$140K 0.12% 129
2018
Q2 		$421 Sell
3,963
-927
-19% -$98.3K 0.03% 108
2018
Q1 		$522K Sell
4,890
-1,855
-28% -$199K 0.26% 93
2017
Q4 		$737K Buy
6,745
+707
+12% +$77.3K 0.37% 70
2017
Q3 		$662K Buy
6,038
+1,586
+36% +$174K 0.35% 74
2017
Q2 		$488K Sell
4,452
-473
-10% -$51.7K 0.27% 100
2017
Q1 		$534 Sell
4,925
-3,273
-40% -$354K 0.24% 93
2016
Q4 		$886K Sell
8,198
-470
-5% -$51.5K 0.54% 57
2016
Q3 		$974K Sell
8,668
-681
-7% -$76.6K 0.61% 47
2016
Q2 		$1.05M Sell
9,349
-2,798
-23% -$311K 0.66% 41
2016
Q1 		$1.35M Buy
12,147
+624
+5% +$68.3K 0.98% 29
2015
Q4 		$1.25M Buy
11,523
+3,463
+43% +$377K 0.88% 31
2015
Q3 		$883K Buy
+8,060
New +$879K 0.57% 40

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newman Dignan & Sheerar Inc's AGG Position: Q1 2021 in Review

Newman Dignan & Sheerar Inc sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 5,460 shares — an estimated $645 sold.

Newman Dignan & Sheerar Inc first reported a position in AGG in Q3 2015 and held it in 22 quarters. The position peaked at $1.35M in Q1 2016. 1,447 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • Newman Dignan & Sheerar Inc reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 5,460 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $645.
  • Newman Dignan & Sheerar Inc first reported a position in iShares Core US Aggregate Bond ETF in Q3 2015 and held it in 22 quarters.
  • Newman Dignan & Sheerar Inc's iShares Core US Aggregate Bond ETF position peaked at $1.35M in Q1 2016.
  • 1,447 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2021, filed 5 May 2021.