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

Stonebridge Financial Planning Group’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	-1,838	Closed	-$205K	–	122
2021 Q4	$205K	Buy	1,838 +1	+0.1%	+$114	0.11%	116
2021 Q3	$210K	Sell	1,837 -298	-14%	-$34.5K	0.1%	120
2021 Q2	$247K	Buy	2,135 +1,274	+148%	+$146K	0.13%	109
2021 Q1	$98K	Sell	861 -39	-4%	-$4.52K	0.06%	162
2020 Q4	$106K	Buy	900 +41	+5%	+$4.83K	0.07%	146
2020 Q3	$101K	Sell	859 -499	-37%	-$59.2K	0.07%	133
2020 Q2	$161K	Sell	1,358 -100	-7%	-$11.7K	0.14%	99
2020 Q1	$169K	Buy	1,458 +158	+12%	+$18K	0.17%	88
2019 Q4	$146K	Buy	+1,300	New	+$146K	0.13%	109

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

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 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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Stonebridge Financial Planning Group's AGG Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 1,838 shares — an estimated $205K sold.

Stonebridge Financial Planning Group first reported a position in AGG in Q4 2019 and held it in 9 quarters. The position peaked at $247K in Q2 2021. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,838 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $205K.
Stonebridge Financial Planning Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's iShares Core US Aggregate Bond ETF position peaked at $247K in Q2 2021.
1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

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