Armor Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Armor Investment Advisors’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
2024 Q1	–	Sell	-3	Closed	-$298	–	167
2023 Q4	$298	Hold	3	–	–	﹤0.01%	159
2023 Q3	$282	Hold	3	–	–	﹤0.01%	152
2023 Q2	$294	Hold	3	–	–	﹤0.01%	158
2023 Q1	$299	Hold	3	–	–	﹤0.01%	171
2022 Q4	$291	Hold	3	–	–	﹤0.01%	170
2022 Q3	$0	Hold	3	–	–	﹤0.01%	163
2022 Q2	$0	Hold	3	–	–	﹤0.01%	162
2022 Q1	$0	Hold	3	–	–	﹤0.01%	171
2021 Q4	$0	Sell	3 -9	-75%	-$1.03K	﹤0.01%	159
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	158
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	161
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	156
2020 Q4	$1K	Buy	12 +6	+100%	+$707	﹤0.01%	160
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	135
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	131
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	132
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	152
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	143
2019 Q2	$1K	Buy	6 +2	+50%	+$219	﹤0.01%	145
2019 Q1	$0	Buy	+4	New	+$429	﹤0.01%	153

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Armor Investment Advisors's AGG Position: Q1 2024 in Review

Armor Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 3 shares — an estimated $298 sold.

Armor Investment Advisors first reported a position in AGG in Q1 2019 and held it in 20 quarters. The position peaked at $1K in Q3 2021. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Armor Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Armor Investment Advisors sold 3 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $298.
Armor Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and held it in 20 quarters.
Armor Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $1K in Q3 2021.
1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Armor Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.