Catalyst Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Catalyst Wealth Management’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	$488K	Buy	+4,899	New	+$484K	0.46%	77

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 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

Catalyst Wealth Management's AGG Position: Q1 2023 in Review

Catalyst Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2023: 4,899 shares worth $488K. The stake represents 0.46% of the portfolio and ranks #77 among its holdings.

1,616 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

Catalyst Wealth Management held 4,899 shares of iShares Core US Aggregate Bond ETF worth $488K as of Q1 2023.
iShares Core US Aggregate Bond ETF was a new Catalyst Wealth Management position in Q1 2023.
iShares Core US Aggregate Bond ETF made up 0.46% of Catalyst Wealth Management's portfolio in Q1 2023, its #77 holding.
1,616 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.