Sunflower Bank Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	$26.8M	Buy	226,983 +9,725	+4%	+$1.15M	8.98%	2
2020 Q2	$25.7M	Buy	217,258 +32,113	+17%	+$3.76M	8.63%	2
2020 Q1	$21.4M	Buy	185,145 +52,364	+39%	+$5.97M	8.11%	2
2019 Q4	$14.9M	Sell	132,781 -4,162	-3%	-$469K	4.56%	4
2019 Q3	$15.5M	Buy	136,943 +16,957	+14%	+$1.91M	4.95%	3
2019 Q2	$13.4M	Buy	119,986 +45,895	+62%	+$5.02M	4.31%	3
2019 Q1	$8.08M	Buy	74,091 +3,973	+6%	+$426K	2.43%	9
2018 Q4	$7.47M	Sell	70,118 -4,210	-6%	-$442K	2.39%	9
2018 Q3	$7.84M	Sell	74,328 -2,360	-3%	-$250K	2.21%	11
2018 Q2	$8.15M	Sell	76,688 -49,011	-39%	-$5.2M	2.38%	10
2018 Q1	$13.5M	Sell	125,699 -1,008	-0.8%	-$108K	3.72%	3
2017 Q4	$13.9M	Buy	126,707 +925	+0.7%	+$101K	3.73%	4
2017 Q3	$13.8M	Buy	125,782 +4,533	+4%	+$498K	4.99%	4
2017 Q2	$13.3M	Sell	121,249 -8,345	-6%	-$912K	4.51%	4
2017 Q1	$14.1M	Sell	129,594 -965	-0.7%	-$104K	4.79%	4
2016 Q4	$14.1M	Sell	130,559 -3,797	-3%	-$416K	5.03%	4
2016 Q3	$15.1M	Sell	134,356 -4,306	-3%	-$484K	5.53%	4
2016 Q2	$15.6M	Buy	138,662 +8,259	+6%	+$917K	5.48%	4
2016 Q1	$14.5M	Sell	130,403 -3,070	-2%	-$336K	5.16%	5
2015 Q4	$14.4M	Sell	133,473 -510	-0.4%	-$55.5K	5.06%	5
2015 Q3	$14.7M	Sell	133,983 -8,640	-6%	-$942K	5.35%	4
2015 Q2	$15.5M	Sell	142,623 -2,550	-2%	-$280K	5.28%	4
2015 Q1	$16.2M	Buy	145,173 +2,255	+2%	+$250K	5.32%	4
2014 Q4	$15.7M	Buy	142,918 +23,630	+20%	+$2.6M	5.01%	5
2014 Q3	$13M	Sell	119,288 -2,264	-2%	-$247K	4.44%	5
2014 Q2	$13.3M	Sell	121,552 -2,506	-2%	-$272K	5.41%	4
2014 Q1	$13.4M	Buy	124,058 +960	+0.8%	+$103K	6.49%	3
2013 Q4	$13.1M	Sell	123,098 -1,695	-1%	-$182K	6.62%	3
2013 Q3	$13.4M	Sell	124,793 -17,356	-12%	-$1.85M	7.25%	2
2013 Q2	$15.2M	Buy	+142,149	New	+$15.6M	8.25%	2

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

BlackRock New York $6.73T AUM 46.02% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Sunflower Bank Wealth Management's AGG Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.5% in Q3 2020, buying an estimated $1.15M and bringing the position to 226,983 shares worth $26.8M. The position accounts for 8.98% of the portfolio, ranked #2.

Sunflower Bank Wealth Management first reported a position in AGG in Q2 2013 and has held it in 30 quarters since. 1,300 funds tracked by Wall St. Rank hold AGG as of Q3 2020.

Sunflower Bank Wealth Management held 226,983 shares of iShares Core US Aggregate Bond ETF worth $26.8M as of Q3 2020.
Sunflower Bank Wealth Management bought 9,725 iShares Core US Aggregate Bond ETF shares in Q3 2020, an estimated $1.15M.
iShares Core US Aggregate Bond ETF made up 8.98% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #2 holding.
Sunflower Bank Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 30 quarters since.
1,300 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.