Carlsbad Wealth Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Carlsbad Wealth Advisory Group’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 Q2	$581K	Buy	+5,931	New	+$586K	0.37%	27

Other funds holding AGG

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Carlsbad Wealth Advisory Group's AGG Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2023: 5,931 shares worth $581K. The stake represents 0.37% of the portfolio and ranks #27 among its holdings.

1,632 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Carlsbad Wealth Advisory Group held 5,931 shares of iShares Core US Aggregate Bond ETF worth $581K as of Q2 2023.
iShares Core US Aggregate Bond ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
iShares Core US Aggregate Bond ETF made up 0.37% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #27 holding.
1,632 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.