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

Welch Group’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
-1,740
Closed -$206K – 190
2020
Q4 		$206K Buy
+1,740
New +$205K 0.02% 139
2020
Q2 		– Sell
-1,395
Closed -$161K – 135
2020
Q1 		$161K Buy
+1,395
New +$159K 0.02% 127

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

Welch Group's AGG Position: Q1 2021 in Review

Welch Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 1,740 shares — an estimated $206K sold.

Welch Group first reported a position in AGG in Q1 2020 and held it in 2 quarters. The position peaked at $206K in Q4 2020. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • Welch Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Welch Group sold 1,740 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $206K.
  • Welch Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Welch Group's iShares Core US Aggregate Bond ETF position peaked at $206K in Q4 2020.
  • 1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Welch Group's 13F filing for Q1 2021, filed 23 Apr 2021.