Ranch Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ranch Capital 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 Q4	–	Sell	-100	Closed	-$12K	–	168
2021 Q3	$12K	Buy	100 +1	+1%	+$116	0.01%	439
2021 Q2	$11K	Buy	99 +6	+6%	+$687	0.01%	623
2021 Q1	$10K	Hold	93	–	–	0.01%	626
2020 Q4	$11K	Buy	93 +1	+1%	+$118	0.01%	597
2020 Q3	$10K	Hold	92	–	–	0.01%	599
2020 Q2	$11K	Hold	92	–	–	0.01%	607
2020 Q1	$10K	Hold	92	–	–	0.01%	584
2019 Q4	$10K	Buy	+92	New	+$10.4K	0.01%	663

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFRM

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

Ranch Capital Advisors's AGG Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 100 shares — an estimated $12K sold.

Ranch Capital Advisors first reported a position in AGG in Q4 2019 and held it in 8 quarters. The position peaked at $12K in Q3 2021. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 100 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $12K.
Ranch Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $12K in Q3 2021.
1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.