Paulson Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Paulson Wealth 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
2020 Q4	–	Sell	-3,582	Closed	-$423K	–	83
2020 Q3	$423K	Buy	3,582 +2	+0.1%	+$237	0.27%	51
2020 Q2	$423K	Sell	3,580 -55	-2%	-$6.44K	0.3%	51
2020 Q1	$426K	Sell	3,635 -1,394	-28%	-$159K	0.33%	49
2019 Q4	$569K	Sell	5,029 -1,901	-27%	-$214K	0.4%	47
2019 Q3	$784K	Buy	6,930 +2	+0%	+$225	0.59%	28
2019 Q2	$770K	Sell	6,928 -663	-9%	-$72.5K	0.57%	33
2019 Q1	$828K	Sell	7,591 -513	-6%	-$55K	0.63%	30
2018 Q4	$863K	Sell	8,104 -10,587	-57%	-$1.11M	0.71%	31
2018 Q3	$1.95M	Buy	18,691 +89	+0.5%	+$9.44K	1.75%	11
2018 Q2	$1.98M	Sell	18,602 -1,090	-6%	-$116K	1.95%	11
2018 Q1	$2.11M	Buy	19,692 +16,376	+494%	+$1.76M	2.1%	10
2017 Q4	$363K	Buy	+3,316	New	+$363K	0.32%	71

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

Paulson Wealth Management's AGG Position: Q4 2020 in Review

Paulson Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2020, closing a stake of 3,582 shares — an estimated $423K sold.

Paulson Wealth Management first reported a position in AGG in Q4 2017 and held it in 12 quarters. The position peaked at $2.11M in Q1 2018. 1,452 funds tracked by Wall St. Rank hold AGG as of Q4 2020.

Paulson Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
Paulson Wealth Management sold 3,582 iShares Core US Aggregate Bond ETF shares in Q4 2020, an estimated $423K.
Paulson Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 12 quarters.
Paulson Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $2.11M in Q1 2018.
1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2020.

Based on Paulson Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.