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1834 Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

1834 Investment Advisors’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
2023
Q1 		– Sell
-2,272
Closed -$220K – 242
2022
Q4 		$220K Sell
2,272
-254
-10% -$24.6K 0.03% 177
2022
Q3 		$243K Sell
2,526
-95
-4% -$9.61K 0.04% 177
2022
Q2 		$267K Buy
2,621
+525
+25% +$53.9K 0.04% 167
2022
Q1 		$224K Buy
2,096
+789
+60% +$86.8K 0.03% 181
2021
Q4 		$149K Sell
1,307
-100
-7% -$11.4K 0.02% 207
2021
Q3 		$162K Sell
1,407
-20
-1% -$2.32K 0.02% 208
2021
Q2 		$165K Hold
1,427
– – 0.02% 202
2021
Q1 		$162K Hold
1,427
– – 0.02% 212
2020
Q4 		$169K Hold
1,427
– – 0.02% 205
2020
Q3 		$168K Hold
1,427
– – 0.02% 192
2020
Q2 		$169K Sell
1,427
-15
-1% -$1.76K 0.03% 187
2020
Q1 		$166K Sell
1,442
-101
-7% -$11.5K 0.03% 191
2019
Q4 		$173K Hold
1,543
– – 0.03% 205
2019
Q3 		$175K Buy
1,543
+142
+10% +$16K 0.03% 212
2019
Q2 		$156K Sell
1,401
-15
-1% -$1.64K 0.02% 207
2019
Q1 		$154K Sell
1,416
-35
-2% -$3.75K 0.02% 207
2018
Q4 		$155K Sell
1,451
-145
-9% -$15.2K 0.03% 200
2018
Q3 		$169K Hold
1,596
– – 0.02% 206
2018
Q2 		$170K Sell
1,596
-529
-25% -$56.1K 0.03% 193
2018
Q1 		$228K Sell
2,125
-464
-18% -$49.8K 0.04% 170
2017
Q4 		$283K Buy
2,589
+100
+4% +$10.9K 0.04% 155
2017
Q3 		$273K Hold
2,489
– – 0.05% 145
2017
Q2 		$273K Buy
+2,489
New +$272K 0.05% 153

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

1834 Investment Advisors's AGG Position: Q1 2023 in Review

1834 Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 2,272 shares — an estimated $220K sold.

1834 Investment Advisors first reported a position in AGG in Q2 2017 and held it in 23 quarters. The position peaked at $283K in Q4 2017. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

  • 1834 Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • 1834 Investment Advisors sold 2,272 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $220K.
  • 1834 Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and held it in 23 quarters.
  • 1834 Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $283K in Q4 2017.
  • 1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on 1834 Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.