RWA
AGG icon

RGT Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RGT Wealth 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
2022
Q3 		– Sell
-33
Closed -$3K – 116
2022
Q2 		$3K Hold
33
– – ﹤0.01% 119
2022
Q1 		$4K Hold
33
– – ﹤0.01% 111
2021
Q4 		$4K Buy
+33
New +$3.77K ﹤0.01% 264

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

RGT Wealth Advisors's AGG Position: Q3 2022 in Review

RGT Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2022, closing a stake of 33 shares — an estimated $3K sold.

RGT Wealth Advisors first reported a position in AGG in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 1,489 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • RGT Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 33 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $3K.
  • RGT Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
  • RGT Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $4K in Q1 2022.
  • 1,489 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.