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Reilly Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Reilly Financial 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
2016
Q1 		– Sell
-2,971
Closed -$321K – 1188
2015
Q4 		$321K Buy
+2,971
New +$323K 0.06% 143

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
Morgan Stanley
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

Reilly Financial Advisors's AGG Position: Q4 2021 in Review

Reilly Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q4 2021, buying an estimated $151K and bringing the position to 7,549 shares worth $861K. The position accounts for 0.06% of the portfolio, ranked #124.

Reilly Financial Advisors first reported a position in AGG in Q2 2013 and has held it in 34 quarters since. 1,592 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

  • Reilly Financial Advisors held 7,549 shares of iShares Core US Aggregate Bond ETF worth $861K as of Q4 2021.
  • Reilly Financial Advisors bought 1,323 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $151K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Reilly Financial Advisors's portfolio in Q4 2021, its #124 holding.
  • Reilly Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 34 quarters since.
  • 1,592 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.