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

Aurora Private Wealth’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
-4,393
Closed -$436K – 155
2023
Q4 		$436K Buy
+4,393
New +$418K 0.41% 63
2021
Q2 		– Sell
-5,440
Closed -$619K – 204
2021
Q1 		$619K Sell
5,440
-2,212
-29% -$256K 0.26% 81
2020
Q4 		$904K Buy
7,652
+1,369
+22% +$161K 0.38% 60
2020
Q3 		$742K Sell
6,283
-546
-8% -$64.8K 0.32% 62
2020
Q2 		$807K Sell
6,829
-14,431
-68% -$1.69M 0.37% 54
2020
Q1 		$2.45M Buy
21,260
+6,595
+45% +$752K 0.86% 21
2019
Q4 		$1.65M Buy
+14,665
New +$1.65M 0.58% 31

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

Aurora Private Wealth's AGG Position: Q1 2024 in Review

Aurora Private Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 4,393 shares — an estimated $436K sold.

Aurora Private Wealth first reported a position in AGG in Q4 2019 and held it in 7 quarters. The position peaked at $2.45M in Q1 2020. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

  • Aurora Private Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Aurora Private Wealth sold 4,393 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $436K.
  • Aurora Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 7 quarters.
  • Aurora Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $2.45M in Q1 2020.
  • 1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Aurora Private Wealth's 13F filing for Q1 2024, filed 22 Apr 2024.