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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
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 $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return