BWA
AGG icon

BDO Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BDO Wealth Advisors’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 		$1.16M Sell
11,869
-93
-0.8% -$9.19K 0.13% 122
2023
Q1 		$1.19M Buy
11,962
+10
+0.1% +$988 0.15% 115
2022
Q4 		$1.16M Sell
11,952
-2,195
-16% -$212K 0.14% 119
2022
Q3 		$1.36M Sell
14,147
-2,553
-15% -$258K 0.18% 107
2022
Q2 		$1.7M Sell
16,700
-39
-0.2% -$4.01K 0.21% 93
2022
Q1 		$1.79M Sell
16,739
-519
-3% -$57.1K 0.19% 95
2021
Q4 		$1.97M Sell
17,258
-1,238
-7% -$142K 0.21% 85
2021
Q3 		$2.12M Buy
18,496
+9
+0% +$1.04K 0.23% 76
2021
Q2 		$2.13M Buy
18,487
+117
+0.6% +$13.4K 0.24% 76
2021
Q1 		$2.09M Sell
18,370
-2,344
-11% -$271K 0.25% 77
2020
Q4 		$2.45M Sell
20,714
-336
-2% -$39.6K 0.34% 53
2020
Q3 		$2.48M Buy
21,050
+1,469
+8% +$174K 0.4% 47
2020
Q2 		$2.31M Buy
19,581
+246
+1% +$28.8K 0.41% 48
2020
Q1 		$2.23M Sell
19,335
-7,173
-27% -$817K 0.45% 45
2019
Q4 		$2.98M Sell
26,508
-14,945
-36% -$1.68M 0.77% 28
2019
Q3 		$4.69M Sell
41,453
-508
-1% -$57.1K 1.2% 19
2019
Q2 		$4.67M Sell
41,961
-40
-0.1% -$4.37K 1.27% 17
2019
Q1 		$4.58M Sell
42,001
-440
-1% -$47.2K 1.33% 17
2018
Q4 		$4.52M Sell
42,441
-4,188
-9% -$439K 1.56% 16
2018
Q3 		$4.92M Sell
46,629
-3,402
-7% -$361K 1.59% 18
2018
Q2 		$5.32M Sell
50,031
-2,615
-5% -$277K 1.81% 13
2018
Q1 		$5.65M Sell
52,646
-4,830
-8% -$519K 2.12% 11
2017
Q4 		$6.28M Buy
57,476
+6,992
+14% +$764K 2.82% 9
2017
Q3 		$5.53M Sell
50,484
-1,479
-3% -$162K 2.74% 9
2017
Q2 		$5.69M Buy
+51,963
New +$5.68M 2.48% 10

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
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

BDO Wealth Advisors's AGG Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.78% in Q2 2023, selling an estimated $9.19K and leaving 11,869 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #122.

BDO Wealth Advisors first reported a position in AGG in Q2 2017 and has held it in 25 quarters since. The position peaked at $6.28M in Q4 2017. 1,632 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

  • BDO Wealth Advisors held 11,869 shares of iShares Core US Aggregate Bond ETF worth $1.16M as of Q2 2023.
  • BDO Wealth Advisors sold 93 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $9.19K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of BDO Wealth Advisors's portfolio in Q2 2023, its #122 holding.
  • BDO Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $6.28M in Q4 2017.
  • 1,632 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.