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

Atlas Private 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 		$4.64M Buy
47,397
+13,524
+40% +$1.32M 1.95% 12
2023
Q4 		$3.36M Buy
33,873
+2,855
+9% +$272K 1.58% 17
2023
Q3 		$2.92M Buy
31,018
+3,111
+11% +$300K 1.57% 16
2023
Q2 		$2.73M Buy
27,907
+6,374
+30% +$630K 1.44% 17
2023
Q1 		$2.15M Sell
21,533
-2,320
-10% -$229K 1.29% 20
2022
Q4 		$2.31M Sell
23,853
-6,980
-23% -$675K 1.07% 16
2022
Q3 		$2.97M Buy
30,833
+1,973
+7% +$200K 2.15% 13
2022
Q2 		$2.94M Buy
28,860
+1,601
+6% +$165K 2% 14
2022
Q1 		$2.92M Buy
27,259
+2,099
+8% +$231K 1.7% 16
2021
Q4 		$2.87M Buy
25,160
+74
+0.3% +$8.47K 1.6% 17
2021
Q3 		$2.88M Buy
25,086
+2,344
+10% +$272K 1.76% 14
2021
Q2 		$2.62M Buy
22,742
+143
+0.6% +$16.4K 1.62% 15
2021
Q1 		$2.57M Sell
22,599
-4,692
-17% -$543K 1.64% 14
2020
Q4 		$3.23M Sell
27,291
-71
-0.3% -$8.36K 2.3% 8
2020
Q3 		$3.23M Buy
27,362
+4,759
+21% +$565K 2.53% 4
2020
Q2 		$2.67M Sell
22,603
-3,513
-13% -$411K 2.15% 8
2020
Q1 		$3.01M Buy
26,116
+269
+1% +$30.7K 2.78% 4
2019
Q4 		$2.9M Buy
+25,847
New +$2.91M 2.23% 4

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

Atlas Private Wealth Management's AGG Position: Q1 2024 in Review

Atlas Private Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 40% in Q1 2024, buying an estimated $1.32M and bringing the position to 47,397 shares worth $4.64M. The position accounts for 1.95% of the portfolio, ranked #12.

Atlas Private Wealth Management first reported a position in AGG in Q4 2019 and has held it in 18 quarters since. 1,743 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

  • Atlas Private Wealth Management held 47,397 shares of iShares Core US Aggregate Bond ETF worth $4.64M as of Q1 2024.
  • Atlas Private Wealth Management bought 13,524 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $1.32M.
  • iShares Core US Aggregate Bond ETF made up 1.95% of Atlas Private Wealth Management's portfolio in Q1 2024, its #12 holding.
  • Atlas Private Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • 1,743 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.