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Sensible Financial Planning & Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sensible Financial Planning & Management’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
-5,621
Closed -$602K – 48
2022
Q1 		$602K Sell
5,621
-15,085
-73% -$1.66M 0.16% 32
2021
Q4 		$2.36M Buy
20,706
+89
+0.4% +$10.2K 0.67% 23
2021
Q3 		$2.37M Buy
20,617
+908
+5% +$105K 0.77% 20
2021
Q2 		$2.27M Buy
19,709
+591
+3% +$67.7K 0.77% 21
2021
Q1 		$2.18M Sell
19,118
-188
-1% -$21.8K 0.8% 21
2020
Q4 		$2.28M Sell
19,306
-1,669
-8% -$197K 0.85% 21
2020
Q3 		$2.48M Sell
20,975
-997
-5% -$118K 1.01% 19
2020
Q2 		$2.6M Sell
21,972
-716
-3% -$83.8K 1.11% 18
2020
Q1 		$2.62M Sell
22,688
-9,688
-30% -$1.1M 1.25% 15
2019
Q4 		$3.64M Sell
32,376
-22,645
-41% -$2.55M 1.53% 14
2019
Q3 		$6.23M Sell
55,021
-13,667
-20% -$1.54M 2.69% 10
2019
Q2 		$7.65M Buy
68,688
+4,079
+6% +$446K 3.27% 8
2019
Q1 		$7.05M Sell
64,609
-6,565
-9% -$704K 3.19% 8
2018
Q4 		$7.58M Sell
71,174
-17,804
-20% -$1.87M 3.67% 8
2018
Q3 		$9.39M Sell
88,978
-40,104
-31% -$4.25M 4.36% 6
2018
Q2 		$13.7M Sell
129,082
-72,687
-36% -$7.71M 6.51% 4
2018
Q1 		$21.6M Buy
201,769
+45,414
+29% +$4.88M 10.32% 3
2017
Q4 		$17.1M Buy
156,355
+46,191
+42% +$5.05M 8.73% 3
2017
Q3 		$12.1M Buy
110,164
+71,244
+183% +$7.82M 6.65% 5
2017
Q2 		$4.26M Buy
38,920
+28,198
+263% +$3.08M 2.67% 8
2017
Q1 		$1.16M Buy
10,722
+1,966
+22% +$213K 0.75% 12
2016
Q4 		$946K Sell
8,756
-29
-0.3% -$3.18K 0.65% 12
2016
Q3 		$988K Sell
8,785
-396
-4% -$44.5K 0.68% 12
2016
Q2 		$1.03M Sell
9,181
-503
-5% -$55.9K 0.72% 12
2016
Q1 		$1.07M Sell
9,684
-1,965
-17% -$215K 0.78% 12
2015
Q4 		$1.26M Sell
11,649
-8,610
-42% -$937K 0.96% 12
2015
Q3 		$2.22M Sell
20,259
-3,193
-14% -$348K 1.74% 11
2015
Q2 		$2.55M Sell
23,452
-610
-3% -$67.1K 2.1% 9
2015
Q1 		$2.68M Sell
24,062
-1,357
-5% -$151K 2.44% 9
2014
Q4 		$2.8M Buy
25,419
+19
+0.1% +$2.09K 2.86% 8
2014
Q3 		$2.73M Buy
+25,400
New +$2.77M 2.38% 9

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

Sensible Financial Planning & Management's AGG Position: Q2 2022 in Review

Sensible Financial Planning & Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 5,621 shares — an estimated $602K sold.

Sensible Financial Planning & Management first reported a position in AGG in Q3 2014 and held it in 31 quarters. The position peaked at $21.6M in Q1 2018. 1,533 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Sensible Financial Planning & Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 5,621 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $602K.
  • Sensible Financial Planning & Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2014 and held it in 31 quarters.
  • Sensible Financial Planning & Management's iShares Core US Aggregate Bond ETF position peaked at $21.6M in Q1 2018.
  • 1,533 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Sensible Financial Planning & Management's 13F filing for Q2 2022, filed 4 Aug 2022.