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

WealthStone’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 		$18.2M Buy
159,961
+15,093
+10% +$1.75M 6.35% 3
2020
Q4 		$17.1M Buy
144,868
+9,421
+7% +$1.11M 6.07% 3
2020
Q3 		$16M Buy
135,447
+17,483
+15% +$2.07M 7.3% 3
2020
Q2 		$13.9M Buy
117,964
+17,270
+17% +$2.02M 6.65% 4
2020
Q1 		$11.6M Sell
100,694
-7,313
-7% -$833K 11.68% 4
2019
Q4 		$12.1M Buy
108,007
+7,626
+8% +$859K 7.18% 5
2019
Q3 		$11.4M Buy
+100,381
New +$11.3M 6.04% 5
2019
Q2 		– Hold
0
– – – 4

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

WealthStone's AGG Position: Q1 2021 in Review

WealthStone increased its iShares Core US Aggregate Bond ETF (AGG) stake by 10% in Q1 2021, buying an estimated $1.75M and bringing the position to 159,961 shares worth $18.2M. The position accounts for 6.35% of the portfolio, ranked #3.

WealthStone first reported a position in AGG in Q3 2019 and has held it in 7 quarters since. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • WealthStone held 159,961 shares of iShares Core US Aggregate Bond ETF worth $18.2M as of Q1 2021.
  • WealthStone bought 15,093 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $1.75M.
  • iShares Core US Aggregate Bond ETF made up 6.35% of WealthStone's portfolio in Q1 2021, its #3 holding.
  • WealthStone first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 7 quarters since.
  • 1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.