Silvant Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Silvant Capital 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 Q1	–	Sell	-1,747	Closed	-$206K	–	336
2020 Q4	$206K	Hold	1,747	–	–	0.04%	184
2020 Q3	$206K	Hold	1,747	–	–	0.04%	171
2020 Q2	$207K	Hold	1,747	–	–	0.04%	167
2020 Q1	$202K	Hold	1,747	–	–	0.04%	153
2019 Q4	$196K	Hold	1,747	–	–	0.04%	181
2019 Q3	$198K	Hold	1,747	–	–	0.04%	174
2019 Q2	$195K	Hold	1,747	–	–	0.03%	189
2019 Q1	$191K	Hold	1,747	–	–	0.03%	192
2018 Q4	$186K	Hold	1,747	–	–	0.04%	183
2018 Q3	$184K	Hold	1,747	–	–	0.02%	198
2018 Q2	$186K	Hold	1,747	–	–	0.02%	199
2018 Q1	$187K	Buy	+1,747	New	+$188K	0.02%	204

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

MFRM

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

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

Silvant Capital Management's AGG Position: Q1 2021 in Review

Silvant Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 1,747 shares — an estimated $206K sold.

Silvant Capital Management first reported a position in AGG in Q1 2018 and held it in 12 quarters. The position peaked at $207K in Q2 2020. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

Silvant Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
Silvant Capital Management sold 1,747 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $206K.
Silvant Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 12 quarters.
Silvant Capital Management's iShares Core US Aggregate Bond ETF position peaked at $207K in Q2 2020.
1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Silvant Capital Management's 13F filing for Q1 2021, filed 11 May 2021.