Baker Ellis Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
RJA
TAIM
Baker Ellis Asset Management's AGG Position: Q1 2023 in Review
Baker Ellis Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 3,860 shares — an estimated $374K sold.
Baker Ellis Asset Management first reported a position in AGG in Q2 2022 and held it in 2 quarters. The position peaked at $374K in Q4 2022. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.
- Baker Ellis Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
- Baker Ellis Asset Management sold 3,860 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $374K.
- Baker Ellis Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 2 quarters.
- Baker Ellis Asset Management's iShares Core US Aggregate Bond ETF position peaked at $374K in Q4 2022.
- 1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.
Based on Baker Ellis Asset Management's 13F filing for Q1 2023, filed 8 May 2023.