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BMS Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BMS Financial 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 		$947K Sell
9,666
-344
-3% -$34K 0.62% 31
2023
Q1 		$997K Buy
+10,010
New +$989K 0.69% 23

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

BMS Financial Advisors's AGG Position: Q2 2023 in Review

BMS Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.4% in Q2 2023, selling an estimated $34K and leaving 9,666 shares worth $947K. The position accounts for 0.62% of the portfolio, ranked #31.

BMS Financial Advisors first reported a position in AGG in Q1 2023 and has held it in 2 quarters since. The position peaked at $997K in Q1 2023. 1,632 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

  • BMS Financial Advisors held 9,666 shares of iShares Core US Aggregate Bond ETF worth $947K as of Q2 2023.
  • BMS Financial Advisors sold 344 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $34K.
  • iShares Core US Aggregate Bond ETF made up 0.62% of BMS Financial Advisors's portfolio in Q2 2023, its #31 holding.
  • BMS Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • BMS Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $997K in Q1 2023.
  • 1,632 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.