AWA
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Aaron Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Aaron Wealth 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
2022
Q3 		– Sell
-7,500
Closed -$762K – 222
2022
Q2 		$762K Sell
7,500
-1,187,950
-99% -$122M 0.19% 71
2022
Q1 		$11.2M Buy
1,195,450
+1,156,226
+2,948% +$127M 0.15% 68
2021
Q4 		$4.47M Sell
39,224
-1,738
-4% -$199K 1.25% 19
2021
Q3 		$4.7M Buy
40,962
+8,231
+25% +$954K 1.33% 19
2021
Q2 		$4.67M Buy
32,731
+2,410
+8% +$276K 1.54% 16
2021
Q1 		$3.45M Sell
30,321
-37,303
-55% -$4.32M 1.27% 20
2020
Q4 		$7.99M Buy
+67,624
New +$7.97M 2.93% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return