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	$782K	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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return

TAIM

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $171B AUM 24.68% 1-Year Est. Return

Swaine & Leidel Wealth Services's AGG Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2022: 782 shares worth $782K. The stake represents 0.6% of the portfolio and ranks #39 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in AGG as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in AGG in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.27M in Q4 2018. 1,555 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

Swaine & Leidel Wealth Services held 782 shares of iShares Core US Aggregate Bond ETF worth $782K as of Q1 2022.
iShares Core US Aggregate Bond ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
iShares Core US Aggregate Bond ETF made up 0.6% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #39 holding.
Swaine & Leidel Wealth Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 11 quarters since.
Swaine & Leidel Wealth Services's iShares Core US Aggregate Bond ETF position peaked at $1.27M in Q4 2018.
1,555 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.