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Brightworth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brightworth’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
2022
Q3 		$553K Buy
5,735
+3,506
+157% +$355K 0.06% 90
2022
Q2 		$227K Buy
+2,229
New +$229K 0.02% 120
2018
Q4 		– Sell
-2,516
Closed -$265K – 93
2018
Q3 		$265K Buy
+2,516
New +$267K 0.06% 80

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Brightworth's AGG Position: Q3 2022 in Review

Brightworth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 157% in Q3 2022, buying an estimated $355K and bringing the position to 5,735 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #90.

Brightworth first reported a position in AGG in Q3 2018 and has held it in 3 quarters since. 1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • Brightworth held 5,735 shares of iShares Core US Aggregate Bond ETF worth $553K as of Q3 2022.
  • Brightworth bought 3,506 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $355K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Brightworth's portfolio in Q3 2022, its #90 holding.
  • Brightworth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 3 quarters since.
  • 1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.