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Ahrens Investment Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ahrens Investment Partners’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 		$7.81K Buy
+78
New +$7.71K ﹤0.01% 685
2022
Q3 		– Sell
-277
Closed -$28K – 178
2022
Q2 		$28K Buy
277
+1
+0.4% +$103 0.01% 436
2022
Q1 		$30K Hold
276
– – 0.01% 509
2021
Q4 		$32K Buy
+276
New +$31.6K 0.01% 491

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ahrens Investment Partners's AGG Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2023: 78 shares worth $7.81K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in AGG as recently as Q2 2022.

Ahrens Investment Partners first reported a position in AGG in Q4 2021 and has held it in 4 quarters since. The position peaked at $32K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

  • Ahrens Investment Partners held 78 shares of iShares Core US Aggregate Bond ETF worth $7.81K as of Q1 2023.
  • iShares Core US Aggregate Bond ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #685 holding.
  • Ahrens Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's iShares Core US Aggregate Bond ETF position peaked at $32K in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.