Beacon Capital Management Inc (Ohio)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-588	Closed	-$58.6K	–	64
2023 Q1	$58.6K	Buy	+588	New	+$58.1K	﹤0.01%	32
2019 Q3	–	Sell	-92	Closed	-$10K	–	58
2019 Q2	$10K	Buy	+92	New	+$10.1K	﹤0.01%	50
2018 Q1	–	Sell	-10	Closed	-$1K	–	77
2017 Q4	$1K	Buy	+10	New	+$1.09K	﹤0.01%	58
2016 Q1	–	Sell	-20	Closed	-$2K	–	189
2015 Q4	$2K	Buy	+20	New	+$2.18K	﹤0.01%	199

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

Beacon Capital Management Inc (Ohio)'s AGG Position: Q2 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 588 shares — an estimated $58.6K sold.

Beacon Capital Management Inc (Ohio) first reported a position in AGG in Q4 2015 and held it in 4 quarters. The position peaked at $58.6K in Q1 2023. 1,632 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Beacon Capital Management Inc (Ohio) reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 588 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $58.6K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 4 quarters.
Beacon Capital Management Inc (Ohio)'s iShares Core US Aggregate Bond ETF position peaked at $58.6K in Q1 2023.
1,632 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2023, filed 13 Jul 2023.