Align Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Align Wealth Management’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 Q4	$8.48K	Buy	+88	New	+$8.51K	0.01%	146

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Align Wealth Management's AGG Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2022: 88 shares worth $8.48K. The stake represents 0.01% of the portfolio and ranks #146 among its holdings.

1,625 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

Align Wealth Management held 88 shares of iShares Core US Aggregate Bond ETF worth $8.48K as of Q4 2022.
iShares Core US Aggregate Bond ETF was a new Align Wealth Management position in Q4 2022.
iShares Core US Aggregate Bond ETF made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #146 holding.
1,625 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.