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

Baker Tilly 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
2023 Q2	–	Sell	-2,635	Closed	-$263K	–	549
2023 Q1	$263K	Sell	2,635 -1,797	-41%	-$178K	0.03%	472
2022 Q4	$430K	Buy	4,432 +1,816	+69%	+$176K	0.05%	360
2022 Q3	$252K	Buy	+2,616	New	+$265K	0.03%	436

Other funds holding AGG

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Baker Tilly Wealth Management's AGG Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 2,635 shares — an estimated $263K sold.

Baker Tilly Wealth Management first reported a position in AGG in Q3 2022 and held it in 3 quarters. The position peaked at $430K in Q4 2022. 1,632 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Baker Tilly Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,635 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $263K.
Baker Tilly Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 3 quarters.
Baker Tilly Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $430K in Q4 2022.
1,632 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.