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Nixon Peabody Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Nixon Peabody Trust’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
Q2 		– Sell
-2,500
Closed -$268K – 71
2022
Q1 		$268K Hold
2,500
– – 0.09% 69
2021
Q4 		$285K Hold
2,500
– – 0.09% 75
2021
Q3 		$287K Hold
2,500
– – 0.1% 65
2021
Q2 		$288K Sell
2,500
-182
-7% -$20.9K 0.11% 61
2021
Q1 		$305K Hold
2,682
– – 0.12% 62
2020
Q4 		$317K Buy
2,682
+182
+7% +$21.4K 0.13% 62
2020
Q3 		$295K Hold
2,500
– – 0.14% 67
2020
Q2 		$296K Hold
2,500
– – 0.15% 66
2020
Q1 		$288K Sell
2,500
-7,565
-75% -$862K 0.18% 61
2019
Q4 		$1.13M Sell
10,065
-15
-0.1% -$1.69K 0.56% 47
2019
Q3 		$1.14M Hold
10,080
– – 0.61% 47
2019
Q2 		$1.12M Buy
10,080
+285
+3% +$31.2K 0.63% 45
2019
Q1 		$1.07M Sell
9,795
-230
-2% -$24.7K 0.7% 46
2018
Q4 		$1.07M Sell
10,025
-5,636
-36% -$591K 0.84% 45
2018
Q3 		$1.65M Sell
15,661
-1,220
-7% -$129K 1.13% 41
2018
Q2 		$1.79M Buy
16,881
+13,210
+360% +$1.4M 1.39% 38
2018
Q1 		$394K Sell
3,671
-125
-3% -$13.4K 0.35% 55
2017
Q4 		$415K Sell
3,796
-25
-0.7% -$2.73K 0.36% 57
2017
Q3 		$419K Sell
3,821
-1,223
-24% -$134K 0.38% 57
2017
Q2 		$552K Buy
+5,044
New +$551K 0.51% 53

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
Envestnet Asset Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Nixon Peabody Trust's AGG Position: Q2 2022 in Review

Nixon Peabody Trust sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 2,500 shares — an estimated $268K sold.

Nixon Peabody Trust first reported a position in AGG in Q2 2017 and held it in 20 quarters. The position peaked at $1.79M in Q2 2018. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Nixon Peabody Trust reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Nixon Peabody Trust sold 2,500 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $268K.
  • Nixon Peabody Trust first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and held it in 20 quarters.
  • Nixon Peabody Trust's iShares Core US Aggregate Bond ETF position peaked at $1.79M in Q2 2018.
  • 1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Nixon Peabody Trust's 13F filing for Q2 2022, filed 11 Aug 2022.