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

Reliant Wealth 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
Q1 		– Sell
-53,323
Closed -$6.3M – 6
2020
Q4 		$6.3M Sell
53,323
-228
-0.4% -$26.9K 3.76% 6
2020
Q3 		$6.32M Sell
53,551
-5,305
-9% -$629K 4.13% 6
2020
Q2 		$6.96M Sell
58,856
-195,964
-77% -$22.9M 4.32% 7
2020
Q1 		$29.4M Buy
+254,820
New +$29M 15.34% 3

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $171B AUM 24.68% 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 $1.81T AUM 41.13% 1-Year Est. Return

Reliant Wealth Planning's AGG Position: Q1 2021 in Review

Reliant Wealth Planning sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 53,323 shares — an estimated $6.3M sold.

Reliant Wealth Planning first reported a position in AGG in Q1 2020 and held it in 4 quarters. The position peaked at $29.4M in Q1 2020. 1,448 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • Reliant Wealth Planning reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Reliant Wealth Planning sold 53,323 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $6.3M.
  • Reliant Wealth Planning first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 4 quarters.
  • Reliant Wealth Planning's iShares Core US Aggregate Bond ETF position peaked at $29.4M in Q1 2020.
  • 1,448 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Reliant Wealth Planning's 13F filing for Q1 2021, filed 14 May 2021.