Ackerman Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ackerman Capital 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	-21,384	Closed	-$2.07M	–	101
2022 Q4	$2.07M	Hold	21,384	–	–	0.56%	29
2022 Q3	$2.06M	Hold	21,384	–	–	0.59%	26
2022 Q2	$2.17M	Sell	21,384 -812	-4%	-$83.4K	0.59%	28
2022 Q1	$2.38M	Buy	22,196 +2,977	+15%	+$328K	0.56%	29
2021 Q4	$2.19M	Buy	19,219 +5,951	+45%	+$681K	0.5%	34
2021 Q3	$1.52M	Buy	+13,268	New	+$1.54M	0.35%	35

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Ackerman Capital Advisors's AGG Position: Q1 2023 in Review

Ackerman Capital Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 21,384 shares — an estimated $2.07M sold.

Ackerman Capital Advisors first reported a position in AGG in Q3 2021 and held it in 6 quarters. The position peaked at $2.38M in Q1 2022. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

Ackerman Capital Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Ackerman Capital Advisors sold 21,384 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $2.07M.
Ackerman Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and held it in 6 quarters.
Ackerman Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.38M in Q1 2022.
1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Ackerman Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.