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AGF Investments LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AGF Investments LLC’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 		$15K Buy
155
+9
+6% +$910 ﹤0.01% 258
2022
Q2 		$15K Hold
146
– – ﹤0.01% 345
2022
Q1 		$16K Buy
146
+5
+4% +$550 ﹤0.01% 392
2021
Q4 		$16K Sell
141
-91
-39% -$10.4K ﹤0.01% 396
2021
Q3 		$27K Buy
232
+12
+5% +$1.39K ﹤0.01% 383
2021
Q2 		$25K Hold
220
– – ﹤0.01% 386
2021
Q1 		$25K Sell
220
-173
-44% -$20K ﹤0.01% 371
2020
Q4 		$46K Sell
393
-266
-40% -$31.3K 0.01% 321
2020
Q3 		$78K Buy
659
+125
+23% +$14.8K 0.01% 363
2020
Q2 		$63K Hold
534
– – 0.01% 387
2020
Q1 		$62K Sell
534
-17
-3% -$1.94K 0.01% 419
2019
Q4 		$62K Sell
551
-70
-11% -$7.89K 0.01% 428
2019
Q3 		$70K Buy
621
+167
+37% +$18.8K 0.02% 374
2019
Q2 		$51K Buy
454
+142
+46% +$15.5K 0.01% 400
2019
Q1 		$34K Sell
312
-589
-65% -$63.2K 0.01% 395
2018
Q4 		$96K Buy
901
+451
+100% +$47.3K 0.01% 426
2018
Q3 		$47K Buy
450
+150
+50% +$15.9K 0.01% 410
2018
Q2 		$32 Buy
300
+266
+782% +$28.2K ﹤0.01% 545
2018
Q1 		$4K Buy
+34
New +$3.65K ﹤0.01% 581

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 $424B AUM 22.94% 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

AGF Investments LLC's AGG Position: Q3 2022 in Review

AGF Investments LLC increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.2% in Q3 2022, buying an estimated $910 and bringing the position to 155 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

AGF Investments LLC first reported a position in AGG in Q1 2018 and has held it in 19 quarters since. The position peaked at $96K in Q4 2018. 1,489 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • AGF Investments LLC held 155 shares of iShares Core US Aggregate Bond ETF worth $15K as of Q3 2022.
  • AGF Investments LLC bought 9 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $910.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of AGF Investments LLC's portfolio in Q3 2022, its #258 holding.
  • AGF Investments LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 19 quarters since.
  • AGF Investments LLC's iShares Core US Aggregate Bond ETF position peaked at $96K in Q4 2018.
  • 1,489 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.