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

Pinnacle Wealth Advisors’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 Q2	$1.24M	Buy	+10,709	New	+$1.23M	0.05%	198

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

MFRM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Advisors's AGG Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2021: 10,709 shares worth $1.24M. The stake represents 0.05% of the portfolio and ranks #198 among its holdings.

1,452 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

Pinnacle Wealth Advisors held 10,709 shares of iShares Core US Aggregate Bond ETF worth $1.24M as of Q2 2021.
iShares Core US Aggregate Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Core US Aggregate Bond ETF made up 0.05% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #198 holding.
1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.