Sonora Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sonora Investment 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 Q3	$227K	Buy	1,975 +1,343	+213%	+$156K	0.03%	192
2021 Q2	$73K	Hold	632	–	–	0.01%	322
2021 Q1	$72K	Hold	632	–	–	0.01%	486
2020 Q4	$75K	Sell	632 -522	-45%	-$61.5K	0.01%	494
2020 Q3	$136K	Buy	1,154 +195	+20%	+$23.1K	0.01%	321
2020 Q2	$113K	Buy	959 +827	+627%	+$96.8K	0.01%	317
2020 Q1	$15K	Hold	132	–	–	﹤0.01%	874
2019 Q4	$15K	Hold	132	–	–	﹤0.01%	996
2019 Q3	$15K	Sell	132 -360	-73%	-$40.5K	﹤0.01%	989
2019 Q2	$55K	Sell	492 -943	-66%	-$103K	0.01%	478
2019 Q1	$157K	Buy	+1,435	New	+$154K	0.02%	250
2018 Q2	–	Sell	-45	Closed	-$4.83K	–	1171
2018 Q1	$4.83K	Sell	45 -20	-31%	-$2.15K	﹤0.01%	959
2017 Q4	$7.11K	Buy	+65	New	+$7.11K	﹤0.01%	896

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sonora Investment Management's AGG Position: Q3 2021 in Review

Sonora Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 213% in Q3 2021, buying an estimated $156K and bringing the position to 1,975 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #192.

Sonora Investment Management first reported a position in AGG in Q4 2017 and has held it in 13 quarters since. 1,436 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

Sonora Investment Management held 1,975 shares of iShares Core US Aggregate Bond ETF worth $227K as of Q3 2021.
Sonora Investment Management bought 1,343 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $156K.
iShares Core US Aggregate Bond ETF made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #192 holding.
Sonora Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 13 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.