Benedetti & Gucer’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Benedetti & Gucer’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
2024 Q1	$1.21M	Buy	12,379 +2,414	+24%	+$236K	0.6%	33
2023 Q4	$989K	Buy	9,965 +31	+0.3%	+$2.95K	0.52%	35
2023 Q3	$934K	Sell	9,934 -19,257	-66%	-$1.85M	0.51%	38
2023 Q2	$2.86M	Buy	29,191 +13,822	+90%	+$1.37M	1.47%	13
2023 Q1	$1.53M	Buy	15,369 +7,854	+105%	+$776K	0.88%	22
2022 Q4	$729K	Buy	7,515 +771	+11%	+$74.6K	0.53%	35
2022 Q3	$650K	Sell	6,744 -29,456	-81%	-$2.98M	0.51%	40
2022 Q2	$3.68M	Buy	36,200 +30,556	+541%	+$3.14M	2.49%	8
2022 Q1	$604K	Buy	5,644 +837	+17%	+$92.1K	0.4%	41
2021 Q4	$548K	Buy	+4,807	New	+$550K	0.37%	37

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

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Benedetti & Gucer's AGG Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares Core US Aggregate Bond ETF (AGG) stake by 24% in Q1 2024, buying an estimated $236K and bringing the position to 12,379 shares worth $1.21M. The position accounts for 0.6% of the portfolio, ranked #33.

Benedetti & Gucer first reported a position in AGG in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.68M in Q2 2022. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Benedetti & Gucer held 12,379 shares of iShares Core US Aggregate Bond ETF worth $1.21M as of Q1 2024.
Benedetti & Gucer bought 2,414 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $236K.
iShares Core US Aggregate Bond ETF made up 0.6% of Benedetti & Gucer's portfolio in Q1 2024, its #33 holding.
Benedetti & Gucer first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Benedetti & Gucer's iShares Core US Aggregate Bond ETF position peaked at $3.68M in Q2 2022.
1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.