Vontobel Swiss Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vontobel Swiss Wealth Advisors’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 Q2	$1.43M	Hold	12,400	–	–	0.73%	28
2021 Q1	$1.41M	Sell	12,400 -190	-2%	-$22K	0.79%	26
2020 Q4	$1.49M	Sell	12,590 -1,000	-7%	-$118K	0.85%	27
2020 Q3	$1.6M	Sell	13,590 -110	-0.8%	-$13K	1.12%	25
2020 Q2	$1.62M	Hold	13,700	–	–	1.06%	29
2020 Q1	$1.58M	Sell	13,700 -950	-6%	-$108K	1.2%	28
2019 Q4	$1.65M	Sell	14,650 -1,250	-8%	-$141K	1.08%	31
2019 Q3	$1.8M	Hold	15,900	–	–	1.16%	31
2019 Q2	$1.77M	Buy	+15,900	New	+$1.74M	0.95%	39

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's AGG Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2021 at 12,400 shares worth $1.43M. The position accounts for 0.73% of the portfolio, ranked #28.

Vontobel Swiss Wealth Advisors first reported a position in AGG in Q2 2019 and has held it in 9 quarters since. The position peaked at $1.8M in Q3 2019. 1,452 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

Vontobel Swiss Wealth Advisors held 12,400 shares of iShares Core US Aggregate Bond ETF worth $1.43M as of Q2 2021.
Vontobel Swiss Wealth Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2021.
iShares Core US Aggregate Bond ETF made up 0.73% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #28 holding.
Vontobel Swiss Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 9 quarters since.
Vontobel Swiss Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.8M in Q3 2019.
1,452 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.