Thoroughbred Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Thoroughbred Financial 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
2021 Q3	–	Sell	-5,450	Closed	-$629K	–	316
2021 Q2	$629K	Buy	5,450 +22	+0.4%	+$2.52K	0.16%	142
2021 Q1	$617K	Sell	5,428 -716	-12%	-$82.9K	0.17%	136
2020 Q4	$726K	Buy	6,144 +570	+10%	+$67.1K	0.23%	112
2020 Q3	$658K	Buy	5,574 +336	+6%	+$39.9K	0.25%	102
2020 Q2	$619K	Buy	+5,238	New	+$613K	0.26%	106

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thoroughbred Financial Services's AGG Position: Q3 2021 in Review

Thoroughbred Financial Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 5,450 shares — an estimated $629K sold.

Thoroughbred Financial Services first reported a position in AGG in Q2 2020 and held it in 5 quarters. The position peaked at $726K in Q4 2020. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

Thoroughbred Financial Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
Thoroughbred Financial Services sold 5,450 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $629K.
Thoroughbred Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 5 quarters.
Thoroughbred Financial Services's iShares Core US Aggregate Bond ETF position peaked at $726K in Q4 2020.
1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Thoroughbred Financial Services's 13F filing for Q3 2021, filed 27 Oct 2021.