Silicon Hills Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Silicon Hills Wealth 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
2021 Q4	–	Sell	-1,754	Closed	-$201K	–	117
2021 Q3	$201K	Sell	1,754 -329	-16%	-$38.1K	0.14%	110
2021 Q2	$240K	Buy	2,083 +191	+10%	+$21.9K	0.19%	79
2021 Q1	$215K	Sell	1,892 -230	-11%	-$26.6K	0.19%	80
2020 Q4	$251K	Sell	2,122 -77	-4%	-$9.07K	0.23%	75
2020 Q3	$260K	Sell	2,199 -130	-6%	-$15.4K	0.27%	69
2020 Q2	$275K	Sell	2,329 -201	-8%	-$23.5K	0.33%	66
2020 Q1	$292K	Buy	2,530 +2,509	+11,948%	+$286K	0.39%	59
2019 Q4	$504	Buy	+21	New	+$2.37K	0.39%	55

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Silicon Hills Wealth Management's AGG Position: Q4 2021 in Review

Silicon Hills Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 1,754 shares — an estimated $201K sold.

Silicon Hills Wealth Management first reported a position in AGG in Q4 2019 and held it in 8 quarters. The position peaked at $292K in Q1 2020. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

Silicon Hills Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
Silicon Hills Wealth Management sold 1,754 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $201K.
Silicon Hills Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 8 quarters.
Silicon Hills Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $292K in Q1 2020.
1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Silicon Hills Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.