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Professional Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Professional Planning’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 		$393K Buy
3,425
+14
+0.4% +$1.62K 0.19% 85
2021
Q2 		$393K Buy
3,411
+16
+0.5% +$1.83K 0.18% 87
2021
Q1 		$386K Sell
3,395
-97
-3% -$11.2K 0.19% 81
2020
Q4 		$413K Buy
+3,492
New +$411K 0.17% 82
2020
Q3 		– Sell
-3,452
Closed -$408K – 38
2020
Q2 		$408K Buy
+3,452
New +$404K 0.22% 75

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

Professional Planning's AGG Position: Q3 2021 in Review

Professional Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.41% in Q3 2021, buying an estimated $1.62K and bringing the position to 3,425 shares worth $393K. The position accounts for 0.19% of the portfolio, ranked #85.

Professional Planning first reported a position in AGG in Q2 2020 and has held it in 5 quarters since. The position peaked at $413K in Q4 2020. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Professional Planning held 3,425 shares of iShares Core US Aggregate Bond ETF worth $393K as of Q3 2021.
  • Professional Planning bought 14 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $1.62K.
  • iShares Core US Aggregate Bond ETF made up 0.19% of Professional Planning's portfolio in Q3 2021, its #85 holding.
  • Professional Planning first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's iShares Core US Aggregate Bond ETF position peaked at $413K in Q4 2020.
  • 1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.