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Wambolt & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wambolt & Associates’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 		– Sell
-2,044
Closed -$235K – 242
2021
Q2 		$235K Buy
+2,044
New +$234K 0.1% 222
2019
Q1 		– Sell
-3,555
Closed -$379K – 152
2018
Q4 		$379K Buy
+3,555
New +$373K 0.42% 81

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

Wambolt & Associates's AGG Position: Q3 2021 in Review

Wambolt & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 2,044 shares — an estimated $235K sold.

Wambolt & Associates first reported a position in AGG in Q4 2018 and held it in 2 quarters. The position peaked at $379K in Q4 2018. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Wambolt & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Wambolt & Associates sold 2,044 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $235K.
  • Wambolt & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Wambolt & Associates's iShares Core US Aggregate Bond ETF position peaked at $379K in Q4 2018.
  • 1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Wambolt & Associates's 13F filing for Q3 2021, filed 20 Oct 2021.