Pinnacle Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pinnacle Advisory Group’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 Q1	$10.1M	Buy	88,523 +18,040	+26%	+$2.09M	0.46%	42
2020 Q4	$8.33M	Buy	70,483 +3,052	+5%	+$360K	0.5%	41
2020 Q3	$7.96M	Sell	67,431 -193	-0.3%	-$22.9K	0.53%	39
2020 Q2	$7.99M	Buy	67,624 +6,553	+11%	+$767K	0.56%	40
2020 Q1	$7.05M	Sell	61,071 -12,864	-17%	-$1.47M	0.68%	34
2019 Q4	$8.31M	Buy	73,935 +1,712	+2%	+$193K	0.56%	37
2019 Q3	$8.17M	Sell	72,223 -2,385	-3%	-$268K	0.57%	33
2019 Q2	$8.31M	Sell	74,608 -1,354	-2%	-$148K	0.58%	32
2019 Q1	$8.29M	Sell	75,962 -79,656	-51%	-$8.54M	0.58%	29
2018 Q4	$16.6M	Buy	155,618 +56,137	+56%	+$5.89M	1.24%	20
2018 Q3	$10.5M	Buy	99,481 +94,752	+2,004%	+$10.1M	0.72%	29
2018 Q2	$503K	Buy	4,729 +1,277	+37%	+$135K	0.03%	103
2018 Q1	$370K	Sell	3,452 -67,851	-95%	-$7.28M	0.02%	144
2017 Q4	$7.8M	Buy	71,303 +4,024	+6%	+$440K	0.45%	27
2017 Q3	$7.37M	Buy	67,279 +8,389	+14%	+$921K	0.45%	29
2017 Q2	$6.45M	Sell	58,890 -58,876	-50%	-$6.44M	0.41%	35
2017 Q1	$12.8M	Sell	117,766 -251,308	-68%	-$27.2M	0.83%	30
2016 Q4	$39.9M	Buy	+369,074	New	+$40.4M	2.7%	13
2016 Q3	–	Sell	-4,383	Closed	-$493K	–	125
2016 Q2	$493K	Sell	4,383 -4,117	-48%	-$457K	0.04%	70
2016 Q1	$942K	Buy	+8,500	New	+$930K	0.09%	35
2015 Q4	–	Sell	-6,350	Closed	-$695K	–	114
2015 Q3	$695K	Buy	6,350 +2,314	+57%	+$252K	0.07%	42
2015 Q2	$439K	Sell	4,036 -288	-7%	-$31.7K	0.04%	56
2015 Q1	$481K	Buy	+4,324	New	+$480K	0.04%	87
2014 Q2	–	Sell	-1,877	Closed	-$202K	–	123
2014 Q1	$202K	Buy	+1,877	New	+$202K	0.02%	100

Other funds holding AGG

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Advisory Group's AGG Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 26% in Q1 2021, buying an estimated $2.09M and bringing the position to 88,523 shares worth $10.1M. The position accounts for 0.46% of the portfolio, ranked #42.

Pinnacle Advisory Group first reported a position in AGG in Q1 2014 and has held it in 24 quarters since. The position peaked at $39.9M in Q4 2016. 1,449 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

Pinnacle Advisory Group held 88,523 shares of iShares Core US Aggregate Bond ETF worth $10.1M as of Q1 2021.
Pinnacle Advisory Group bought 18,040 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $2.09M.
iShares Core US Aggregate Bond ETF made up 0.46% of Pinnacle Advisory Group's portfolio in Q1 2021, its #42 holding.
Pinnacle Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 24 quarters since.
Pinnacle Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $39.9M in Q4 2016.
1,449 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.