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Wolverine Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wolverine Asset 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
2021
Q3 		– Sell
-9,627
Closed -$1.11M – 1970
2021
Q2 		$1.11M Buy
9,627
+6,827
+244% +$782K 0.01% 600
2021
Q1 		$318K Sell
2,800
-62,108
-96% -$7.19M ﹤0.01% 1068
2020
Q4 		$7.67M Buy
64,908
+7,708
+13% +$908K 0.06% 205
2020
Q3 		$6.75M Buy
57,200
+37,537
+191% +$4.45M 0.06% 181
2020
Q2 		$2.32M Buy
19,663
+19,057
+3,145% +$2.23M 0.02% 363
2020
Q1 		$69K Buy
+606
New +$69.1K ﹤0.01% 1122
2019
Q3 		– Sell
-31,593
Closed -$3.52M – 1374
2019
Q2 		$3.52M Buy
31,593
+5,246
+20% +$574K 0.05% 307
2019
Q1 		$2.87M Sell
26,347
-22,340
-46% -$2.4M 0.04% 331
2018
Q4 		$5.18M Buy
+48,687
New +$5.11M 0.06% 280
2017
Q4 		– Sell
-153
Closed -$16K – 1418
2017
Q3 		$16K Buy
153
+113
+283% +$12.4K ﹤0.01% 1259
2017
Q2 		$4K Buy
+40
New +$4.37K ﹤0.01% 1242
2017
Q1 		– Sell
-57
Closed -$6K – 1169
2016
Q4 		$6K Sell
57
-24
-30% -$2.63K ﹤0.01% 1133
2016
Q3 		$9K Sell
81
-16,289
-100% -$1.83M ﹤0.01% 1166
2016
Q2 		$1.84M Sell
16,370
-11,556
-41% -$1.28M 0.03% 447
2016
Q1 		$3.09M Buy
27,926
+7,732
+38% +$846K 0.09% 225
2015
Q4 		$2.18M Buy
+20,194
New +$2.2M 0.05% 322

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

Wolverine Asset Management's AGG Position: Q3 2021 in Review

Wolverine Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2021, closing a stake of 9,627 shares — an estimated $1.11M sold.

Wolverine Asset Management first reported a position in AGG in Q4 2015 and held it in 16 quarters. The position peaked at $7.67M in Q4 2020. 1,434 funds tracked by Wall St. Rank hold AGG as of Q3 2021.

  • Wolverine Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Wolverine Asset Management sold 9,627 iShares Core US Aggregate Bond ETF shares in Q3 2021, an estimated $1.11M.
  • Wolverine Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 16 quarters.
  • Wolverine Asset Management's iShares Core US Aggregate Bond ETF position peaked at $7.67M in Q4 2020.
  • 1,434 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2021.

Based on Wolverine Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.