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CFO4Life’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CFO4Life’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
2022
Q4 		$5.22M Buy
+53,862
New +$5.21M 1.11% 22

Other funds holding AGG

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CFO4Life's AGG Position: Q4 2022 in Review

CFO4Life opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2022: 53,862 shares worth $5.22M. The stake represents 1.11% of the portfolio and ranks #22 among its holdings.

1,625 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • CFO4Life held 53,862 shares of iShares Core US Aggregate Bond ETF worth $5.22M as of Q4 2022.
  • iShares Core US Aggregate Bond ETF was a new CFO4Life position in Q4 2022.
  • iShares Core US Aggregate Bond ETF made up 1.11% of CFO4Life's portfolio in Q4 2022, its #22 holding.
  • 1,625 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.