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Personal Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Personal Wealth 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
2022
Q2 		– Sell
-23,408
Closed -$2.51M – 5
2022
Q1 		$2.51M Sell
23,408
-2,447
-9% -$269K 1.09% 20
2021
Q4 		$2.95M Sell
25,855
-494
-2% -$56.5K 1.22% 21
2021
Q3 		$3.03M Sell
26,349
-4,587
-15% -$532K 1.28% 21
2021
Q2 		$3.57M Sell
30,936
-15,787
-34% -$1.81M 1.44% 19
2021
Q1 		$5.32M Sell
46,723
-25,369
-35% -$2.94M 2.4% 11
2020
Q4 		$8.52M Sell
72,092
-3,045
-4% -$359K 3.98% 6
2020
Q3 		$8.87M Sell
75,137
-2,492
-3% -$296K 4.65% 4
2020
Q2 		$9.18M Sell
77,629
-7,816
-9% -$915K 5.03% 4
2020
Q1 		$9.86M Sell
85,445
-17,843
-17% -$2.03M 5.93% 6
2019
Q4 		$11.6M Sell
103,288
-25,463
-20% -$2.87M 5% 6
2019
Q3 		$14.6M Sell
128,751
-27,333
-18% -$3.07M 6.73% 4
2019
Q2 		$24M Buy
156,084
+6,162
+4% +$674K 11.45% 2
2019
Q1 		$22.8M Sell
149,922
-366,107
-71% -$39.3M 12.11% 2
2018
Q4 		$49.5M Buy
+516,029
New +$54.1M 31.03% 1

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

Personal Wealth Partners's AGG Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 23,408 shares — an estimated $2.51M sold.

Personal Wealth Partners first reported a position in AGG in Q4 2018 and held it in 14 quarters. The position peaked at $49.5M in Q4 2018. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Personal Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 23,408 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $2.51M.
  • Personal Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 14 quarters.
  • Personal Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $49.5M in Q4 2018.
  • 1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.