Better Money Decisions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Better Money Decisions’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	-7,082	Closed	-$694K	–	59
2023 Q2	$694K	Sell	7,082 -1,399	-16%	-$138K	0.57%	31
2023 Q1	$845K	Buy	8,481 +149	+2%	+$14.7K	0.71%	27
2022 Q4	$808K	Sell	8,332 -21,527	-72%	-$2.08M	0.7%	31
2022 Q3	$2.88M	Buy	29,859 +1,245	+4%	+$126K	2.8%	8
2022 Q2	$2.91M	Sell	28,614 -1,289	-4%	-$132K	2.46%	8
2022 Q1	$3.2M	Sell	29,903 -3,898	-12%	-$429K	3%	9
2021 Q4	$3.86M	Buy	33,801 +16,420	+94%	+$1.88M	3.25%	8
2021 Q3	$2M	Buy	17,381 +3,146	+22%	+$365K	1.64%	11
2021 Q2	$1.64M	Buy	14,235 +983	+7%	+$113K	1.47%	13
2021 Q1	$1.51M	Buy	+13,252	New	+$1.53M	1.56%	12

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

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

Better Money Decisions's AGG Position: Q3 2023 in Review

Better Money Decisions sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2023, closing a stake of 7,082 shares — an estimated $694K sold.

Better Money Decisions first reported a position in AGG in Q1 2021 and held it in 10 quarters. The position peaked at $3.86M in Q4 2021. 1,603 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

Better Money Decisions reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Better Money Decisions sold 7,082 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $694K.
Better Money Decisions first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 10 quarters.
Better Money Decisions's iShares Core US Aggregate Bond ETF position peaked at $3.86M in Q4 2021.
1,603 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Better Money Decisions's 13F filing for Q3 2023, filed 8 Nov 2023.