Sage Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sage Advisory Services’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	-89,385	Closed	-$9.09M	–	46
2022 Q2	$9.09M	Buy	+89,385	New	+$9.19M	2.6%	16
2020 Q1	–	Sell	-27,795	Closed	-$3.12M	–	47
2019 Q4	$3.12M	Sell	27,795 -272	-1%	-$30.7K	0.99%	24
2019 Q3	$3.18M	Sell	28,067 -948	-3%	-$107K	1.04%	23
2019 Q2	$3.23M	Buy	29,015 +17,448	+151%	+$1.91M	0.95%	24
2019 Q1	$1.26M	Buy	+11,567	New	+$1.24M	0.12%	37
2018 Q2	–	Sell	-23,043	Closed	-$2.47M	–	50
2018 Q1	$2.47M	Buy	23,043 +12,142	+111%	+$1.3M	0.25%	29
2017 Q4	$1.19M	Buy	10,901 +575	+6%	+$62.9K	0.12%	33
2017 Q3	$1.13M	Buy	10,326 +4,084	+65%	+$448K	0.12%	29
2017 Q2	$683K	Sell	6,242 -3,960	-39%	-$433K	0.08%	27
2017 Q1	$1.11M	Buy	+10,202	New	+$1.1M	0.13%	24
2015 Q2	–	Sell	-12,388	Closed	-$1.38M	–	18
2015 Q1	$1.38M	Buy	+12,388	New	+$1.38M	0.18%	17

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Sage Advisory Services's AGG Position: Q3 2022 in Review

Sage Advisory Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2022, closing a stake of 89,385 shares — an estimated $9.09M sold.

Sage Advisory Services first reported a position in AGG in Q1 2015 and held it in 11 quarters. The position peaked at $9.09M in Q2 2022. 1,489 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

Sage Advisory Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Sage Advisory Services sold 89,385 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $9.09M.
Sage Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and held it in 11 quarters.
Sage Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $9.09M in Q2 2022.
1,489 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Sage Advisory Services's 13F filing for Q3 2022, filed 10 Nov 2022.