AWM
AGG icon

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

Aspire 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
2024
Q1 		– Sell
-205
Closed -$20.3K – 188
2023
Q4 		$20.3K Hold
205
– – 0.01% 143
2023
Q3 		$19.3K Hold
205
– – 0.01% 141
2023
Q2 		$20.1K Hold
205
– – 0.02% 147
2023
Q1 		$20.4K Buy
+205
New +$20.3K 0.02% 144

Other funds holding AGG

Jones Financial Companies
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Aspire Wealth Management's AGG Position: Q1 2024 in Review

Aspire Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 205 shares — an estimated $20.3K sold.

Aspire Wealth Management first reported a position in AGG in Q1 2023 and held it in 4 quarters. The position peaked at $20.4K in Q1 2023. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

  • Aspire Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Aspire Wealth Management sold 205 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $20.3K.
  • Aspire Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Aspire Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $20.4K in Q1 2023.
  • 1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Aspire Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.