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AW
ACG Wealth’s
iShares Core US Aggregate Bond ETF
AGG
Stock Holding History
ACG Wealth’s Portfolio
AGG Stock Details
AGG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-18
Closed
-$2K
–
259
2022
Q2
$2K
Buy
+18
New
+$1.85K
﹤0.01%
806
2016
Q2
–
Sell
-2,147
Closed
-$238K
–
234
2016
Q1
$238K
Buy
2,147
+147
+7%
+$16.1K
0.05%
194
2015
Q4
$216K
Sell
2,000
-250
-11%
-$27.2K
0.05%
193
2015
Q3
$247K
Hold
2,250
–
–
0.07%
171
2015
Q2
$245K
Sell
2,250
-203
-8%
-$22.3K
0.06%
184
2015
Q1
$273K
Buy
2,453
+1
+0%
+$111
0.07%
176
2014
Q4
$270K
Buy
2,452
+1
+0%
+$110
0.07%
171
2014
Q3
$267K
Sell
2,451
-2,248
-48%
-$245K
0.08%
162
2014
Q2
$514K
Buy
4,699
+2,501
+114%
+$272K
0.1%
128
2014
Q1
$237K
Sell
2,198
-49
-2%
-$5.27K
0.07%
163
2013
Q4
$239K
Buy
+2,247
New
+$241K
0.06%
159
Other funds holding AGG
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
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
New York
$5.72T AUM
30.48%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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