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Baron Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-2,055
Closed -$201K – 50
2023
Q2 		$201K Sell
2,055
-20
-1% -$1.98K 0.12% 52
2023
Q1 		$207K Sell
2,075
-2,420
-54% -$239K 0.13% 52
2022
Q4 		$436K Sell
4,495
-26,300
-85% -$2.54M 0.29% 40
2022
Q3 		$2.97M Sell
30,795
-22,705
-42% -$2.3M 2% 19
2022
Q2 		$5.44M Buy
53,500
+515
+1% +$52.9K 3.6% 7
2022
Q1 		$5.67M Buy
52,985
+12,280
+30% +$1.35M 3.29% 9
2021
Q4 		$4.64M Buy
40,705
+8,130
+25% +$930K 2.63% 13
2021
Q3 		$3.74M Buy
32,575
+5,690
+21% +$660K 2.27% 15
2021
Q2 		$3.1M Buy
26,885
+4,805
+22% +$551K 1.93% 17
2021
Q1 		$2.51M Buy
22,080
+14,100
+177% +$1.63M 1.73% 19
2020
Q4 		$943K Buy
7,980
+5,910
+286% +$696K 0.75% 30
2020
Q3 		$244K Buy
+2,070
New +$246K 0.23% 37

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baron Financial Group's AGG Position: Q3 2023 in Review

Baron Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2023, closing a stake of 2,055 shares — an estimated $201K sold.

Baron Financial Group first reported a position in AGG in Q3 2020 and held it in 12 quarters. The position peaked at $5.67M in Q1 2022. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

  • Baron Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Baron Financial Group sold 2,055 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $201K.
  • Baron Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 12 quarters.
  • Baron Financial Group's iShares Core US Aggregate Bond ETF position peaked at $5.67M in Q1 2022.
  • 1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Baron Financial Group's 13F filing for Q3 2023, filed 19 Oct 2023.