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Wealth Quarterback’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealth Quarterback’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 		$23K Sell
200
-28
-12% -$3.25K 0.02% 340
2021
Q2 		$27K Buy
+228
New +$26.1K 0.02% 308
2020
Q2 		– Sell
-242
Closed -$27.9K – 128
2020
Q1 		$27.9K Hold
242
– – 0.03% 287
2019
Q4 		$27.1K Buy
+242
New +$27.3K 0.02% 312

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

Wealth Quarterback's AGG Position: Q3 2021 in Review

Wealth Quarterback reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q3 2021, selling an estimated $3.25K and leaving 200 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #340.

Wealth Quarterback first reported a position in AGG in Q4 2019 and has held it in 4 quarters since. The position peaked at $27.9K in Q1 2020. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Wealth Quarterback held 200 shares of iShares Core US Aggregate Bond ETF worth $23K as of Q3 2021.
  • Wealth Quarterback sold 28 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $3.25K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #340 holding.
  • Wealth Quarterback first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares Core US Aggregate Bond ETF position peaked at $27.9K in Q1 2020.
  • 1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.