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Checchi Capital Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-2,284
Closed -$224K – 534
2023
Q2 		$224K Sell
2,284
-200
-8% -$19.8K 0.02% 509
2023
Q1 		$248K Buy
2,484
+161
+7% +$15.9K 0.02% 474
2022
Q4 		$225K Sell
2,323
-2,583
-53% -$250K 0.02% 487
2022
Q3 		$473K Sell
4,906
-21,346
-81% -$2.16M 0.04% 276
2022
Q2 		$2.73M Buy
26,252
+23,117
+737% +$2.38M 0.24% 83
2022
Q1 		$336K Hold
3,135
– – 0.03% 373
2021
Q4 		$358K Sell
3,135
-21
-0.7% -$2.4K 0.03% 350
2021
Q3 		$362K Buy
3,156
+207
+7% +$24K 0.04% 310
2021
Q2 		$340K Sell
2,949
-30
-1% -$3.44K 0.03% 328
2021
Q1 		$339K Sell
2,979
-34
-1% -$3.94K 0.03% 320
2020
Q4 		$356K Sell
3,013
-9,973
-77% -$1.17M 0.04% 300
2020
Q3 		$1.53M Buy
12,986
+10,472
+417% +$1.24M 0.17% 88
2020
Q2 		$297K Buy
2,514
+147
+6% +$17.2K 0.04% 305
2020
Q1 		$273K Buy
2,367
+164
+7% +$18.7K 0.03% 270
2019
Q4 		$248K Buy
2,203
+47
+2% +$5.3K 0.03% 353
2019
Q3 		$244K Sell
2,156
-98
-4% -$11K 0.03% 346
2019
Q2 		$251K Buy
+2,254
New +$246K 0.03% 338

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Checchi Capital Advisers's AGG Position: Q3 2023 in Review

Checchi Capital Advisers sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2023, closing a stake of 2,284 shares — an estimated $224K sold.

Checchi Capital Advisers first reported a position in AGG in Q2 2019 and held it in 17 quarters. The position peaked at $2.73M in Q2 2022. 1,604 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

  • Checchi Capital Advisers reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,284 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $224K.
  • Checchi Capital Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and held it in 17 quarters.
  • Checchi Capital Advisers's iShares Core US Aggregate Bond ETF position peaked at $2.73M in Q2 2022.
  • 1,604 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Checchi Capital Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.