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

Sterneck 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
Q3 		– Sell
-1,807
Closed -$210K – 106
2021
Q2 		$210K Buy
+1,807
New +$207K 0.13% 86

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Envestnet Asset Management
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Bank of America
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TAIM
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MFRM
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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

Sterneck Capital Management's AGG Position: Q3 2021 in Review

Sterneck Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 1,807 shares — an estimated $210K sold.

Sterneck Capital Management first reported a position in AGG in Q2 2021 and held it in 1 quarter. The position peaked at $210K in Q2 2021. 1,435 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Sterneck Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Sterneck Capital Management sold 1,807 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $210K.
  • Sterneck Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Sterneck Capital Management's iShares Core US Aggregate Bond ETF position peaked at $210K in Q2 2021.
  • 1,435 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Sterneck Capital Management's 13F filing for Q3 2021, filed 18 Oct 2021.