Peak Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Peak Asset 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
2023 Q2	–	Sell	-3,246	Closed	-$323K	–	139
2023 Q1	$323K	Buy	3,246 +52	+2%	+$5.14K	0.08%	113
2022 Q4	$310K	Sell	3,194 -1,120	-26%	-$108K	0.08%	107
2022 Q3	$416K	Sell	4,314 -2,718	-39%	-$275K	0.12%	93
2022 Q2	$715K	Sell	7,032 -1,832	-21%	-$188K	0.2%	79
2022 Q1	$949K	Buy	8,864 +353	+4%	+$38.8K	0.22%	71
2021 Q4	$971K	Sell	8,511 -2,384	-22%	-$273K	0.22%	71
2021 Q3	$1.25M	Sell	10,895 -145	-1%	-$16.8K	0.31%	58
2021 Q2	$1.27M	Sell	11,040 -634	-5%	-$72.6K	0.32%	56
2021 Q1	$1.33M	Sell	11,674 -711	-6%	-$82.3K	0.32%	58
2020 Q4	$1.46M	Buy	12,385 +414	+3%	+$48.8K	0.38%	51
2020 Q3	$1.41M	Buy	11,971 +300	+3%	+$35.6K	0.42%	49
2020 Q2	$1.38M	Sell	11,671 -100	-0.8%	-$11.7K	0.44%	45
2020 Q1	$1.36M	Sell	11,771 -4,292	-27%	-$489K	0.52%	42
2019 Q4	$1.8M	Buy	16,063 +1,137	+8%	+$128K	0.55%	39
2019 Q3	$1.69M	Sell	14,926 -49	-0.3%	-$5.51K	0.55%	39
2019 Q2	$1.67M	Sell	14,975 -1,573	-10%	-$172K	0.55%	40
2019 Q1	$1.8M	Buy	16,548 +17	+0.1%	+$1.82K	0.61%	34
2018 Q4	$1.76M	Sell	16,531 -224	-1%	-$23.5K	0.66%	34
2018 Q3	$1.77M	Buy	16,755 +2,574	+18%	+$273K	0.6%	36
2018 Q2	$1.51M	Sell	14,181 -894	-6%	-$94.8K	0.55%	40
2018 Q1	$1.62M	Buy	15,075 +527	+4%	+$56.6K	0.59%	39
2017 Q4	$1.59M	Sell	14,548 -1,067	-7%	-$117K	0.58%	40
2017 Q3	$1.71M	Buy	15,615 +86	+0.6%	+$9.44K	0.61%	37
2017 Q2	$1.7M	Sell	15,529 -707	-4%	-$77.3K	0.63%	36
2017 Q1	$1.76M	Buy	16,236 +26	+0.2%	+$2.81K	0.67%	33
2016 Q4	$1.75M	Buy	16,210 +1,295	+9%	+$142K	0.7%	33
2016 Q3	$1.68M	Buy	14,915 +530	+4%	+$59.6K	0.7%	37
2016 Q2	$1.62M	Buy	14,385 +1,026	+8%	+$114K	0.72%	36
2016 Q1	$1.48M	Buy	13,359 +1,233	+10%	+$135K	0.7%	36
2015 Q4	$1.31M	Buy	12,126 +629	+5%	+$68.5K	0.64%	35
2015 Q3	$1.26M	Sell	11,497 -48	-0.4%	-$5.24K	0.67%	36
2015 Q2	$1.26M	Buy	11,545 +5,056	+78%	+$556K	0.66%	37
2015 Q1	$723K	Buy	6,489 +2,475	+62%	+$275K	0.36%	49
2014 Q4	$442K	Buy	+4,014	New	+$442K	0.23%	74

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Peak Asset Management's AGG Position: Q2 2023 in Review

Peak Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 3,246 shares — an estimated $323K sold.

Peak Asset Management first reported a position in AGG in Q4 2014 and held it in 34 quarters. The position peaked at $1.8M in Q4 2019. 1,635 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Peak Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Peak Asset Management sold 3,246 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $323K.
Peak Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 34 quarters.
Peak Asset Management's iShares Core US Aggregate Bond ETF position peaked at $1.8M in Q4 2019.
1,635 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Peak Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.