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Richwood Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Richwood Investment 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
Q1 		– Sell
-1,590
Closed -$181K – 119
2021
Q4 		$181K Buy
+1,590
New +$182K 0.16% 110

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Richwood Investment Advisors's AGG Position: Q1 2022 in Review

Richwood Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 1,590 shares — an estimated $181K sold.

Richwood Investment Advisors first reported a position in AGG in Q4 2021 and held it in 1 quarter. The position peaked at $181K in Q4 2021. 1,555 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

  • Richwood Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 1,590 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $181K.
  • Richwood Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $181K in Q4 2021.
  • 1,555 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.