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

Polaris Wealth 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
Q3 		– Sell
-2,652
Closed -$305K – 169
2021
Q2 		$305K Sell
2,652
-703
-21% -$80.5K 0.02% 142
2021
Q1 		$383K Buy
3,355
+84
+3% +$9.73K 0.02% 134
2020
Q4 		$383K Sell
3,271
-83,713
-96% -$9.86M 0.03% 142
2020
Q3 		$10.2M Sell
86,984
-29,275
-25% -$3.47M 0.96% 36
2020
Q2 		$13.7M Sell
116,259
-240,122
-67% -$28.1M 1.09% 35
2020
Q1 		$41.1M Buy
356,381
+354,511
+18,958% +$40.4M 4.47% 4
2019
Q4 		$212K Sell
1,870
-67
-3% -$7.55K 0.01% 143
2019
Q3 		$219K Buy
1,937
+67
+4% +$7.53K 0.02% 138
2019
Q2 		$208K Hold
1,870
– – 0.02% 137
2019
Q1 		$203K Buy
+1,870
New +$201K 0.02% 149
2018
Q4 		– Sell
-1,975
Closed -$208K – 152
2018
Q3 		$208K Buy
1,975
+1,894
+2,338% +$201K 0.01% 153
2018
Q2 		$9K Sell
81
-1,870
-96% -$198K ﹤0.01% 205
2018
Q1 		$209K Sell
1,951
-540
-22% -$58K 0.02% 136
2017
Q4 		$272K Sell
2,491
-107,259
-98% -$11.7M 0.02% 122
2017
Q3 		$12M Buy
109,750
+55,564
+103% +$6.1M 1.06% 47
2017
Q2 		$5.93M Sell
54,186
-240,096
-82% -$26.2M 0.68% 46
2017
Q1 		$31.9M Sell
294,282
-1,755
-0.6% -$190K 3.48% 2
2016
Q4 		$32M Sell
296,037
-10,367
-3% -$1.14M 3.71% 2
2016
Q3 		$34.4M Buy
306,404
+8,194
+3% +$921K 4.12% 2
2016
Q2 		$33.6M Buy
298,210
+31,672
+12% +$3.52M 5.21% 2
2016
Q1 		$29.5M Buy
266,538
+28,880
+12% +$3.16M 4.62% 3
2015
Q4 		$25.7M Buy
237,658
+10,499
+5% +$1.14M 4.14% 3
2015
Q3 		$24.9M Buy
227,159
+5,392
+2% +$588K 5.09% 2
2015
Q2 		$24.1M Sell
221,767
-13,472
-6% -$1.48M 4.79% 6
2015
Q1 		$26.2M Buy
235,239
+21,915
+10% +$2.43M 4.76% 3
2014
Q4 		$23.5M Buy
213,324
+16,389
+8% +$1.8M 4.83% 5
2014
Q3 		$21.5M Buy
196,935
+5,563
+3% +$607K 4.82% 4
2014
Q2 		$20.9M Buy
+191,372
New +$20.8M 4.66% 6
2014
Q1 		– Sell
-2
Closed – – 162
2013
Q4 		$0 Buy
+2
New +$214 ﹤0.01% 184

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polaris Wealth Advisory Group's AGG Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 2,652 shares — an estimated $305K sold.

Polaris Wealth Advisory Group first reported a position in AGG in Q4 2013 and held it in 29 quarters. The position peaked at $41.1M in Q1 2020. 1,435 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Polaris Wealth Advisory Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,652 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $305K.
  • Polaris Wealth Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and held it in 29 quarters.
  • Polaris Wealth Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $41.1M in Q1 2020.
  • 1,435 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.