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Silvercrest Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Silvercrest Asset 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
-7,053
Closed -$810K – 834
2021
Q3 		$810K Buy
+7,053
New +$818K 0.01% 607

Other funds holding AGG

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Wells Fargo
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BlackRock
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
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

Silvercrest Asset Management's AGG Position: Q4 2021 in Review

Silvercrest Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2021, closing a stake of 7,053 shares — an estimated $810K sold.

Silvercrest Asset Management first reported a position in AGG in Q3 2021 and held it in 1 quarter. The position peaked at $810K in Q3 2021. 1,591 funds tracked by Wall St. Rank hold AGG as of Q4 2021.

  • Silvercrest Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Silvercrest Asset Management sold 7,053 iShares Core US Aggregate Bond ETF shares in Q4 2021, an estimated $810K.
  • Silvercrest Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Silvercrest Asset Management's iShares Core US Aggregate Bond ETF position peaked at $810K in Q3 2021.
  • 1,591 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2021.

Based on Silvercrest Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.