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Unified Trust Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Unified Trust Company’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 		$286K Hold
2,489
– – 0.08% 72
2021
Q2 		$287K Buy
2,489
+562
+29% +$64.4K 0.09% 69
2021
Q1 		$219K Buy
1,927
+185
+11% +$21.4K 0.07% 73
2020
Q4 		$204K Hold
1,742
– – 0.12% 55
2020
Q3 		$205K Buy
+1,742
New +$207K 0.15% 55

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unified Trust Company's AGG Position: Q3 2021 in Review

Unified Trust Company held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2021 at 2,489 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #72.

Unified Trust Company first reported a position in AGG in Q3 2020 and has held it in 5 quarters since. The position peaked at $287K in Q2 2021. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Unified Trust Company held 2,489 shares of iShares Core US Aggregate Bond ETF worth $286K as of Q3 2021.
  • Unified Trust Company left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2021.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Unified Trust Company's portfolio in Q3 2021, its #72 holding.
  • Unified Trust Company first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 5 quarters since.
  • Unified Trust Company's iShares Core US Aggregate Bond ETF position peaked at $287K in Q2 2021.
  • 1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.