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RPg Family Wealth Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-100
Closed -$10.7K – 86
2022
Q1 		$10.7K Hold
100
– – ﹤0.01% 253
2021
Q4 		$11.4K Hold
100
– – ﹤0.01% 263
2021
Q3 		$11.5K Hold
100
– – ﹤0.01% 267
2021
Q2 		$11.5K Buy
+100
New +$11.5K ﹤0.01% 264
2020
Q4 		$11.8K Hold
100
– – 0.01% 277
2020
Q3 		$11.8K Sell
100
-223
-69% -$26.5K 0.01% 263
2020
Q2 		$38.2K Hold
323
– – 0.02% 171
2020
Q1 		$37.3K Hold
323
– – 0.03% 155
2019
Q4 		$36.3K Hold
323
– – 0.02% 175
2019
Q3 		$36.6K Hold
323
– – 0.02% 183
2019
Q2 		$36K Hold
323
– – 0.02% 179
2019
Q1 		$35.2K Hold
323
– – 0.02% 190
2018
Q4 		$34.4K Hold
323
– – 0.03% 129
2018
Q3 		$34.1K Buy
323
+200
+163% +$21.2K 0.03% 133
2018
Q2 		$13.1K Buy
123
+12
+11% +$1.27K 0.01% 203
2018
Q1 		$11.9K Buy
+111
New +$11.9K 0.01% 229
2017
Q4 		– Sell
-111
Closed -$12.2K – 271
2017
Q3 		$12.2K Hold
111
– – 0.01% 257
2017
Q2 		$12.2K Sell
111
-1,744
-94% -$191K 0.01% 280
2017
Q1 		$201K Sell
1,855
-10,839
-85% -$1.17M 0.17% 49
2016
Q4 		$1.37M Sell
12,694
-137
-1% -$15K 1.18% 29
2016
Q3 		$1.44M Sell
12,831
-125
-1% -$14.1K 1.02% 29
2016
Q2 		$1.46M Buy
12,956
+1,268
+11% +$141K 0.64% 34
2016
Q1 		$1.3M Buy
11,688
+10,743
+1,137% +$1.18M 1% 30
2015
Q4 		$102K Buy
+945
New +$103K 0.09% 55

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
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

RPg Family Wealth Advisory's AGG Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 100 shares — an estimated $10.7K sold.

RPg Family Wealth Advisory first reported a position in AGG in Q4 2015 and held it in 24 quarters. The position peaked at $1.46M in Q2 2016. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • RPg Family Wealth Advisory reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 100 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $10.7K.
  • RPg Family Wealth Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 24 quarters.
  • RPg Family Wealth Advisory's iShares Core US Aggregate Bond ETF position peaked at $1.46M in Q2 2016.
  • 1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.