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

Ratio Wealth 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
Q1 		– Sell
-2,033
Closed -$240K – 48
2020
Q4 		$240K Buy
+2,033
New +$239K 0.13% 42

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
BlackRock
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ratio Wealth Group's AGG Position: Q1 2021 in Review

Ratio Wealth Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 2,033 shares — an estimated $240K sold.

Ratio Wealth Group first reported a position in AGG in Q4 2020 and held it in 1 quarter. The position peaked at $240K in Q4 2020. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • Ratio Wealth Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Ratio Wealth Group sold 2,033 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $240K.
  • Ratio Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Ratio Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $240K in Q4 2020.
  • 1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Ratio Wealth Group's 13F filing for Q1 2021, filed 27 Mar 2023.