AFG
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AFS Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AFS Financial Group’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
Q4 		– Sell
-2,436
Closed -$229K – 58
2023
Q3 		$229K Sell
2,436
-29
-1% -$2.79K 0.16% 86
2023
Q2 		$241K Buy
2,465
+29
+1% +$2.87K 0.16% 87
2023
Q1 		$243K Buy
2,436
+70
+3% +$6.92K 0.16% 85
2022
Q4 		$229K Buy
+2,366
New +$229K 0.16% 86

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AFS Financial Group's AGG Position: Q4 2023 in Review

AFS Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 2,436 shares — an estimated $229K sold.

AFS Financial Group first reported a position in AGG in Q4 2022 and held it in 4 quarters. The position peaked at $243K in Q1 2023. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

  • AFS Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 2,436 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $229K.
  • AFS Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 4 quarters.
  • AFS Financial Group's iShares Core US Aggregate Bond ETF position peaked at $243K in Q1 2023.
  • 1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.