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Swaine & Leidel Wealth Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Swaine & Leidel Wealth Services’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 		$782 Buy
+782
New +$86.1K 0.6% 39
2021
Q1 		$782K Buy
6,872
+60
+0.9% +$6.95K 0.5% 45
2020
Q4 		$805K Sell
6,812
-234
-3% -$27.6K 0.58% 43
2020
Q3 		$832K Buy
7,046
+2,610
+59% +$310K 0.81% 36
2020
Q2 		$524K Sell
4,436
-55
-1% -$6.44K 0.53% 39
2020
Q1 		$518K Sell
4,491
-1,421
-24% -$162K 0.54% 44
2019
Q4 		$664K Sell
5,912
-740
-11% -$83.4K 0.55% 42
2019
Q3 		$753K Buy
6,652
+2,310
+53% +$260K 0.68% 38
2019
Q2 		$483K Sell
4,342
-4,349
-50% -$476K 0.52% 40
2019
Q1 		$948K Sell
8,691
-3,138
-27% -$336K 1.2% 34
2018
Q4 		$1.27M Buy
+11,829
New +$1.24M 2.02% 30

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