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Windward Private Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Windward Private 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
2022
Q1 		– Sell
-2,200
Closed -$251K – 47
2021
Q4 		$251K Buy
+2,200
New +$252K 0.1% 45

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Windward Private Wealth Management's AGG Position: Q1 2022 in Review

Windward Private Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 2,200 shares — an estimated $251K sold.

Windward Private Wealth Management first reported a position in AGG in Q4 2021 and held it in 1 quarter. The position peaked at $251K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

  • Windward Private Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Windward Private Wealth Management sold 2,200 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $251K.
  • Windward Private Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Windward Private Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $251K in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Windward Private Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.