AMR
AGG icon

Asset Management Resources’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Asset Management Resources’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
Q4 		$648K Sell
6,524
-3,513
-35% -$334K 0.37% 22
2023
Q3 		$944K Buy
10,037
+1,558
+18% +$150K 0.59% 19
2023
Q2 		$831K Buy
8,479
+39
+0.5% +$3.85K 0.5% 18
2023
Q1 		$841K Sell
8,440
-444
-5% -$43.9K 0.54% 19
2022
Q4 		$862K Buy
8,884
+2,519
+40% +$244K 0.59% 17
2022
Q3 		$613K Sell
6,365
-524
-8% -$53K 0.6% 20
2022
Q2 		$700K Sell
6,889
-6,449
-48% -$663K 0.59% 18
2022
Q1 		$1.43M Sell
13,338
-5,724
-30% -$630K 1.15% 12
2021
Q4 		$2.17M Buy
+19,062
New +$2.18M 1.9% 12

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return