Peachtree Investment Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Peachtree Investment Partners’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 Q4	–	Sell	-168	Closed	-$19K	–	110
2021 Q3	$19K	Hold	168	–	–	0.01%	85
2021 Q2	$19K	Hold	168	–	–	0.01%	88
2021 Q1	$19K	Hold	168	–	–	0.01%	86
2020 Q4	$20K	Hold	168	–	–	0.01%	80
2020 Q3	$20K	Hold	168	–	–	0.01%	69
2020 Q2	$20K	Buy	+168	New	+$19.7K	0.02%	66

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

Peachtree Investment Partners's AGG Position: Q4 2021 in Review

Peachtree Investment Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 168 shares — an estimated $19K sold.

Peachtree Investment Partners first reported a position in AGG in Q2 2020 and held it in 6 quarters. The position peaked at $20K in Q4 2020. 1,592 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

Peachtree Investment Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
Peachtree Investment Partners sold 168 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $19K.
Peachtree Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 6 quarters.
Peachtree Investment Partners's iShares Core US Aggregate Bond ETF position peaked at $20K in Q4 2020.
1,592 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Peachtree Investment Partners's 13F filing for Q4 2021, filed 11 Feb 2022.