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Cedar Brook Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-9,196
Closed -$901K – 36
2024
Q1 		$901K Sell
9,196
-344
-4% -$33.7K 0.18% 136
2023
Q4 		$944K Sell
9,540
-908
-9% -$86.4K 0.21% 120
2023
Q3 		$983K Buy
10,448
+324
+3% +$31.2K 0.26% 97
2023
Q2 		$992K Sell
10,124
-2,301
-19% -$227K 0.24% 101
2023
Q1 		$1.24M Buy
12,425
+193
+2% +$19.1K 0.32% 80
2022
Q4 		$1.19M Sell
12,232
-96
-0.8% -$9.29K 0.33% 80
2022
Q3 		$1.19M Sell
12,328
-1,302
-10% -$132K 0.38% 66
2022
Q2 		$1.39M Sell
13,630
-1,558
-10% -$160K 0.43% 61
2022
Q1 		$1.63M Buy
15,188
+3,140
+26% +$346K 0.42% 57
2021
Q4 		$1.37M Sell
12,048
-358
-3% -$41K 0.35% 71
2021
Q3 		$1.43M Buy
12,406
+845
+7% +$97.9K 0.43% 61
2021
Q2 		$1.33M Buy
11,561
+3,845
+50% +$441K 0.39% 67
2021
Q1 		$878K Buy
7,716
+1,166
+18% +$135K 0.3% 84
2020
Q4 		$774K Buy
6,550
+735
+13% +$86.6K 0.27% 95
2020
Q3 		$687K Buy
5,815
+720
+14% +$85.4K 0.27% 101
2020
Q2 		$602K Buy
+5,095
New +$596K 0.27% 113

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 $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cedar Brook Financial Partners's AGG Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2024, closing a stake of 9,196 shares — an estimated $901K sold.

Cedar Brook Financial Partners first reported a position in AGG in Q2 2020 and held it in 16 quarters. The position peaked at $1.63M in Q1 2022. 1,771 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 9,196 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $901K.
  • Cedar Brook Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 16 quarters.
  • Cedar Brook Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $1.63M in Q1 2022.
  • 1,771 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.