Signet Financial Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Signet Financial 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 Q1	–	Sell	-585	Closed	-$67K	–	278
2021 Q4	$67K	Sell	585 -1,729	-75%	-$198K	0.01%	405
2021 Q3	$266K	Buy	+2,314	New	+$268K	0.05%	220
2021 Q2	–	Sell	-2,325	Closed	-$265K	–	122
2021 Q1	$265K	Sell	2,325 -1,927	-45%	-$223K	0.05%	203
2020 Q4	$503K	Buy	4,252 +125	+3%	+$14.7K	0.1%	164
2020 Q3	$487K	Buy	4,127 +281	+7%	+$33.3K	0.11%	157
2020 Q2	$459K	Buy	3,846 +425	+12%	+$49.8K	0.1%	154
2020 Q1	$398K	Sell	3,421 -637	-16%	-$72.6K	0.09%	168
2019 Q4	$456K	Buy	4,058 +2,054	+102%	+$231K	0.09%	186
2019 Q3	$224K	Buy	+2,004	New	+$225K	0.04%	217
2018 Q4	–	Sell	-35	Closed	-$4K	–	255
2018 Q3	$4K	Sell	35 -669	-95%	-$71K	﹤0.01%	797
2018 Q2	$75K	Buy	704 +669	+1,911%	+$70.9K	0.01%	338
2018 Q1	$4K	Buy	+35	New	+$3.76K	﹤0.01%	679
2016 Q1	–	Sell	-4,855	Closed	-$524K	–	183
2015 Q4	$524K	Buy	+4,855	New	+$528K	0.11%	106

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

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

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

Signet Financial Management's AGG Position: Q1 2022 in Review

Signet Financial Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 585 shares — an estimated $67K sold.

Signet Financial Management first reported a position in AGG in Q4 2015 and held it in 13 quarters. The position peaked at $524K in Q4 2015. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

Signet Financial Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 585 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $67K.
Signet Financial Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 13 quarters.
Signet Financial Management's iShares Core US Aggregate Bond ETF position peaked at $524K in Q4 2015.
1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.