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QCI Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

QCI Asset Management’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 		$225K Buy
1,960
+8
+0.4% +$927 0.01% 143
2021
Q2 		$225K Buy
1,952
+9
+0.5% +$1.03K 0.01% 144
2021
Q1 		$221K Buy
1,943
+195
+11% +$22.6K 0.01% 141
2020
Q4 		$207K Buy
+1,748
New +$206K 0.01% 135

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

QCI Asset Management's AGG Position: Q3 2021 in Review

QCI Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.41% in Q3 2021, buying an estimated $927 and bringing the position to 1,960 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #143.

QCI Asset Management first reported a position in AGG in Q4 2020 and has held it in 4 quarters since. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • QCI Asset Management held 1,960 shares of iShares Core US Aggregate Bond ETF worth $225K as of Q3 2021.
  • QCI Asset Management bought 8 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $927.
  • iShares Core US Aggregate Bond ETF made up 0.01% of QCI Asset Management's portfolio in Q3 2021, its #143 holding.
  • QCI Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on QCI Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.