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Clarus Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clarus Wealth Advisors’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 		– Sell
-73,096
Closed -$6.97M – 117
2022
Q3 		$6.97M Buy
73,096
+36,659
+101% +$3.71M 4.97% 3
2022
Q2 		$3.71M Sell
36,437
-391
-1% -$40.2K 2.61% 14
2022
Q1 		$3.84M Buy
36,828
+655
+2% +$72.1K 2.39% 15
2021
Q4 		$4.07M Buy
36,173
+3,300
+10% +$378K 2.34% 13
2021
Q3 		$3.77M Buy
32,873
+917
+3% +$106K 2.32% 12
2021
Q2 		$3.69M Buy
31,956
+6,733
+27% +$771K 2.31% 13
2021
Q1 		$2.88M Sell
25,223
-8,649
-26% -$1M 1.8% 15
2020
Q4 		$3.96M Sell
33,872
-3,792
-10% -$447K 2.63% 9
2020
Q3 		$4.43M Buy
37,664
+14,189
+60% +$1.68M 3.43% 6
2020
Q2 		$2.78M Buy
23,475
+3,177
+16% +$372K 2.34% 7
2020
Q1 		$2.33M Buy
20,298
+2,146
+12% +$245K 2.33% 7
2019
Q4 		$2.05M Sell
18,152
-15
-0.1% -$1.69K 1.35% 14
2019
Q3 		$2.06M Sell
18,167
-1,761
-9% -$198K 1.5% 13
2019
Q2 		$2.22M Buy
19,928
+3,997
+25% +$437K 1.6% 12
2019
Q1 		$1.74M Buy
15,931
+2,163
+16% +$232K 1.3% 15
2018
Q4 		$1.47M Buy
13,768
+13,682
+15,909% +$1.44M 2.3% 4
2018
Q3 		$9K Buy
86
+15
+21% +$1.59K 0.01% 549
2018
Q2 		$8K Buy
+71
New +$7.53K 0.01% 553

Other funds holding AGG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Clarus Wealth Advisors's AGG Position: Q4 2022 in Review

Clarus Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 73,096 shares — an estimated $6.97M sold.

Clarus Wealth Advisors first reported a position in AGG in Q2 2018 and held it in 18 quarters. The position peaked at $6.97M in Q3 2022. 1,624 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Clarus Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Clarus Wealth Advisors sold 73,096 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $6.97M.
  • Clarus Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and held it in 18 quarters.
  • Clarus Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $6.97M in Q3 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Clarus Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.