Balasa Dinverno & Foltz’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Balasa Dinverno & Foltz’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
2022 Q3	$4.55M	Buy	+47,222	New	+$4.78M	0.29%	39

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

TAIM

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Balasa Dinverno & Foltz's AGG Position: Q3 2022 in Review

Balasa Dinverno & Foltz opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2022: 47,222 shares worth $4.55M. The stake represents 0.29% of the portfolio and ranks #39 among its holdings.

1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

Balasa Dinverno & Foltz held 47,222 shares of iShares Core US Aggregate Bond ETF worth $4.55M as of Q3 2022.
iShares Core US Aggregate Bond ETF was a new Balasa Dinverno & Foltz position in Q3 2022.
iShares Core US Aggregate Bond ETF made up 0.29% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #39 holding.
1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.