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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
-3,662
-33% -$376K 0.19% 71
2022
Q1 		$1.2M Sell
11,162
-28,062
-72% -$3.09M 0.28% 55
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 $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $91.6B AUM 29.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Aaron Wealth Advisors's AGG Position: Q3 2022 in Review

Aaron Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2022, closing a stake of 7,500 shares — an estimated $762K sold.

Aaron Wealth Advisors first reported a position in AGG in Q4 2020 and held it in 7 quarters. The position peaked at $7.99M in Q4 2020. 1,489 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • Aaron Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 7,500 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $762K.
  • Aaron Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 7 quarters.
  • Aaron Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $7.99M in Q4 2020.
  • 1,489 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Aaron Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.