Bromfield Sneider Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bromfield Sneider Wealth 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
2024 Q1	$5.55M	Buy	56,718 +3,866	+7%	+$378K	3.43%	9
2023 Q4	$5.25M	Sell	52,852 -1,255	-2%	-$119K	3.55%	9
2023 Q3	$5.09M	Buy	54,107 +14,905	+38%	+$1.44M	3.83%	8
2023 Q2	$3.84M	Buy	39,202 +5,064	+15%	+$501K	3.05%	9
2023 Q1	$3.4M	Buy	34,138 +93	+0.3%	+$9.19K	2.86%	9
2022 Q4	$3.3M	Buy	34,045 +2,697	+9%	+$261K	3.06%	9
2022 Q3	$3.02M	Buy	31,348 +20,123	+179%	+$2.03M	3.57%	7
2022 Q2	$1.14M	Buy	11,225 +10,343	+1,173%	+$1.06M	1.39%	8
2022 Q1	$94K	Buy	+882	New	+$97.1K	0.1%	47

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's AGG Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.3% in Q1 2024, buying an estimated $378K and bringing the position to 56,718 shares worth $5.55M. The position accounts for 3.43% of the portfolio, ranked #9.

Bromfield Sneider Wealth Advisors first reported a position in AGG in Q1 2022 and has held it in 9 quarters since. 1,747 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Bromfield Sneider Wealth Advisors held 56,718 shares of iShares Core US Aggregate Bond ETF worth $5.55M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 3,866 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $378K.
iShares Core US Aggregate Bond ETF made up 3.43% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #9 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 9 quarters since.
1,747 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.