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Cardinal Point Wealth Management Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cardinal Point Wealth Management Partners’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
Q1 		$1.91M Buy
19,143
+3,284
+21% +$325K 0.58% 16
2022
Q4 		$1.54M Buy
+15,859
New +$1.53M 0.53% 19

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Cardinal Point Wealth Management Partners's AGG Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q1 2023, buying an estimated $325K and bringing the position to 19,143 shares worth $1.91M. The position accounts for 0.58% of the portfolio, ranked #16.

Cardinal Point Wealth Management Partners first reported a position in AGG in Q4 2022 and has held it in 2 quarters since. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 19,143 shares of iShares Core US Aggregate Bond ETF worth $1.91M as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 3,284 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $325K.
  • iShares Core US Aggregate Bond ETF made up 0.58% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #16 holding.
  • Cardinal Point Wealth Management Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.