Walled Lake Planning & Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Walled Lake Planning & Wealth 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
2021 Q1	–	Sell	-131	Closed	-$15K	–	311
2020 Q4	$15K	Sell	131 -130	-50%	-$15.3K	0.01%	193
2020 Q3	$31K	Buy	261 +1	+0.4%	+$119	0.03%	151
2020 Q2	$31K	Buy	260 +2	+0.8%	+$234	0.03%	130
2020 Q1	$30K	Buy	+258	New	+$29.4K	0.03%	130

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MFRM

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

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

Walled Lake Planning & Wealth Management's AGG Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 131 shares — an estimated $15K sold.

Walled Lake Planning & Wealth Management first reported a position in AGG in Q1 2020 and held it in 4 quarters. The position peaked at $31K in Q3 2020. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 131 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $15K.
Walled Lake Planning & Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $31K in Q3 2020.
1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.