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Pinnacle Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pinnacle Private Wealth’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 		$974K Buy
9,577
+358
+4% +$36.8K 0.38% 71
2022
Q1 		$987K Sell
9,219
-4,165
-31% -$458K 0.31% 79
2021
Q4 		$1.53M Buy
+13,384
New +$1.53M 0.48% 49

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Pinnacle Private Wealth's AGG Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.9% in Q2 2022, buying an estimated $36.8K and bringing the position to 9,577 shares worth $974K. The position accounts for 0.38% of the portfolio, ranked #71.

Pinnacle Private Wealth first reported a position in AGG in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.53M in Q4 2021. 1,533 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Pinnacle Private Wealth held 9,577 shares of iShares Core US Aggregate Bond ETF worth $974K as of Q2 2022.
  • Pinnacle Private Wealth bought 358 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $36.8K.
  • iShares Core US Aggregate Bond ETF made up 0.38% of Pinnacle Private Wealth's portfolio in Q2 2022, its #71 holding.
  • Pinnacle Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $1.53M in Q4 2021.
  • 1,533 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.