Vigilant Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vigilant Capital 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 Q4	–	Sell	-1,413	Closed	-$136K	–	498
2022 Q3	$136K	Buy	1,413 +750	+113%	+$75.8K	0.01%	184
2022 Q2	$67K	Buy	+663	New	+$68.1K	0.01%	246
2021 Q4	–	Sell	-105	Closed	-$12K	–	630
2021 Q3	$12K	Buy	+105	New	+$12.2K	﹤0.01%	453
2021 Q1	–	Sell	-31	Closed	-$4K	–	358
2020 Q4	$4K	Hold	31	–	–	﹤0.01%	315
2020 Q3	$4K	Hold	31	–	–	﹤0.01%	331
2020 Q2	$4K	Buy	+31	New	+$3.63K	﹤0.01%	300
2020 Q1	–	Sell	-1,834	Closed	-$206K	–	318
2019 Q4	$206K	Hold	1,834	–	–	0.02%	136
2019 Q3	$208K	Buy	1,834 +1,307	+248%	+$147K	0.03%	131
2019 Q2	$59K	Sell	527 -74	-12%	-$8.09K	0.01%	224
2019 Q1	$66K	Buy	+601	New	+$64.4K	0.01%	218
2018 Q4	–	Sell	-25	Closed	-$3K	–	431
2018 Q3	$3K	Buy	+25	New	+$2.65K	﹤0.01%	425
2013 Q3	–	Sell	-234	Closed	-$25K	–	220
2013 Q2	$25K	Buy	+234	New	+$25.7K	0.01%	172

Other funds holding AGG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Vigilant Capital Management's AGG Position: Q4 2022 in Review

Vigilant Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 1,413 shares — an estimated $136K sold.

Vigilant Capital Management first reported a position in AGG in Q2 2013 and held it in 12 quarters. The position peaked at $208K in Q3 2019. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

Vigilant Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Vigilant Capital Management sold 1,413 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $136K.
Vigilant Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 12 quarters.
Vigilant Capital Management's iShares Core US Aggregate Bond ETF position peaked at $208K in Q3 2019.
1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Vigilant Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.