Vectors Research Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vectors Research 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
2022 Q3	–	Sell	-721	Closed	-$73K	–	145
2022 Q2	$73K	Hold	721	–	–	0.02%	190
2022 Q1	$77K	Hold	721	–	–	0.02%	192
2021 Q4	$82K	Sell	721 -17	-2%	-$1.95K	0.02%	216
2021 Q3	$85K	Buy	738 +17	+2%	+$1.97K	0.02%	208
2021 Q2	$83K	Hold	721	–	–	0.02%	203
2021 Q1	$82K	Hold	721	–	–	0.02%	195
2020 Q4	$85K	Sell	721 -86	-11%	-$10.1K	0.03%	168
2020 Q3	$95K	Hold	807	–	–	0.03%	147
2020 Q2	$95K	Hold	807	–	–	0.04%	143
2020 Q1	$93K	Hold	807	–	–	0.04%	134
2019 Q4	$91K	Buy	+807	New	+$90.9K	0.04%	148
2019 Q1	–	Sell	-310	Closed	-$33K	–	421
2018 Q4	$33K	Buy	310 +110	+55%	+$11.5K	0.02%	238
2018 Q3	$21K	Buy	+200	New	+$21.2K	0.01%	245

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

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

TAIM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MFRM

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

Vectors Research Management's AGG Position: Q3 2022 in Review

Vectors Research Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2022, closing a stake of 721 shares — an estimated $73K sold.

Vectors Research Management first reported a position in AGG in Q3 2018 and held it in 13 quarters. The position peaked at $95K in Q3 2020. 1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

Vectors Research Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 721 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $73K.
Vectors Research Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and held it in 13 quarters.
Vectors Research Management's iShares Core US Aggregate Bond ETF position peaked at $95K in Q3 2020.
1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.