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Sterling Financial Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sterling Financial Planning’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
-2,500
Closed -$285K – 96
2021
Q4 		$285K Buy
2,500
+1,455
+139% +$166K 0.18% 79
2021
Q3 		$120K Buy
1,045
+820
+364% +$95K 0.08% 119
2021
Q2 		$26K Buy
+225
New +$25.8K 0.02% 232

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
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
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sterling Financial Planning's AGG Position: Q1 2022 in Review

Sterling Financial Planning sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 2,500 shares — an estimated $285K sold.

Sterling Financial Planning first reported a position in AGG in Q2 2021 and held it in 3 quarters. The position peaked at $285K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

  • Sterling Financial Planning reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Sterling Financial Planning sold 2,500 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $285K.
  • Sterling Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Sterling Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $285K in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Sterling Financial Planning's 13F filing for Q1 2022, filed 10 May 2022.