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

Brio Consultants’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 		– Sell
-2,197
Closed -$218K – 95
2023
Q4 		$218K Buy
+2,197
New +$209K 0.04% 96
2019
Q1 		– Sell
-6,629
Closed -$706K – 68
2018
Q4 		$706K Buy
+6,629
New +$695K 0.36% 34

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Brio Consultants's AGG Position: Q1 2024 in Review

Brio Consultants sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 2,197 shares — an estimated $218K sold.

Brio Consultants first reported a position in AGG in Q4 2018 and held it in 2 quarters. The position peaked at $706K in Q4 2018. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

  • Brio Consultants reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Brio Consultants sold 2,197 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $218K.
  • Brio Consultants first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Brio Consultants's iShares Core US Aggregate Bond ETF position peaked at $706K in Q4 2018.
  • 1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Brio Consultants's 13F filing for Q1 2024, filed 29 Apr 2024.