Antonetti Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Antonetti Capital 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
2023 Q3	$9.88K	Hold	105	–	–	0.02%	202
2023 Q2	$10.3K	Hold	105	–	–	0.01%	218
2023 Q1	$10.5K	Hold	105	–	–	0.02%	215
2022 Q4	$10.2K	Hold	105	–	–	0.01%	219
2022 Q3	$10K	Hold	105	–	–	0.01%	217
2022 Q2	$11K	Hold	105	–	–	0.01%	215
2022 Q1	$11K	Hold	105	–	–	0.01%	245
2021 Q4	$12K	Hold	105	–	–	0.01%	286
2021 Q3	$12K	Buy	+105	New	+$12.2K	0.01%	293
2014 Q3	$49K	Sell	450 -850	-65%	-$92.8K	0.09%	52
2014 Q2	$142K	Buy	1,300 +1,250	+2,500%	+$136K	0.11%	60
2014 Q1	$0	Hold	50	–	–	﹤0.01%	234
2013 Q4	$0	Hold	50	–	–	﹤0.01%	253
2013 Q3	$0	Sell	50 -2,986	-98%	-$318K	﹤0.01%	286
2013 Q2	$325K	Buy	+3,036	New	+$333K	0.36%	47

Other funds holding AGG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Antonetti Capital Management's AGG Position: Q3 2023 in Review

Antonetti Capital Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2023 at 105 shares worth $9.88K. The position accounts for 0.02% of the portfolio, ranked #202.

Antonetti Capital Management first reported a position in AGG in Q2 2013 and has held it in 15 quarters since. The position peaked at $325K in Q2 2013. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

Antonetti Capital Management held 105 shares of iShares Core US Aggregate Bond ETF worth $9.88K as of Q3 2023.
Antonetti Capital Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2023.
iShares Core US Aggregate Bond ETF made up 0.02% of Antonetti Capital Management's portfolio in Q3 2023, its #202 holding.
Antonetti Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's iShares Core US Aggregate Bond ETF position peaked at $325K in Q2 2013.
1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.