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

SFMG 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
2021 Q2	–	Sell	-1,794	Closed	-$204K	–	266
2021 Q1	$204K	Buy	+1,794	New	+$208K	0.02%	223
2020 Q3	–	Sell	-1,818	Closed	-$215K	–	188
2020 Q2	$215K	Buy	+1,818	New	+$213K	0.03%	146
2018 Q3	–	Sell	-5,321	Closed	-$566K	–	143
2018 Q2	$566K	Sell	5,321 -1,220	-19%	-$129K	0.09%	66
2018 Q1	$702K	Sell	6,541 -791	-11%	-$84.9K	0.12%	53
2017 Q4	$802K	Sell	7,332 -190	-3%	-$20.8K	0.13%	55
2017 Q3	$824K	Sell	7,522 -1,243	-14%	-$136K	0.16%	44
2017 Q2	$960K	Sell	8,765 -8,927	-50%	-$976K	0.2%	41
2017 Q1	$1.92M	Sell	17,692 -286	-2%	-$30.9K	0.39%	26
2016 Q4	$1.94M	Sell	17,978 -72	-0.4%	-$7.89K	0.41%	27
2016 Q3	$2.03M	Sell	18,050 -3,394	-16%	-$382K	0.45%	25
2016 Q2	$2.42M	Hold	21,444	–	–	0.54%	22
2016 Q1	$2.38M	Sell	21,444 -136	-0.6%	-$14.9K	0.52%	25
2015 Q4	$2.33M	Buy	+21,580	New	+$2.35M	0.53%	21

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SFMG Wealth Advisors's AGG Position: Q2 2021 in Review

SFMG Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2021, closing a stake of 1,794 shares — an estimated $204K sold.

SFMG Wealth Advisors first reported a position in AGG in Q4 2015 and held it in 13 quarters. The position peaked at $2.42M in Q2 2016. 1,452 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

SFMG Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
SFMG Wealth Advisors sold 1,794 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $204K.
SFMG Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 13 quarters.
SFMG Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.42M in Q2 2016.
1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on SFMG Wealth Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.