Clear Perspectives Financial Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clear Perspectives Financial Planning’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	–	Sell	-292	Closed	-$28.3K	–	198
2022 Q4	$28.3K	Buy	+292	New	+$28.2K	0.02%	108
2022 Q1	–	Sell	-181	Closed	-$21K	–	213
2021 Q4	$21K	Buy	181 +128	+242%	+$14.6K	0.01%	142
2021 Q3	$6K	Hold	53	–	–	﹤0.01%	175
2021 Q2	$6K	Buy	53 +20	+61%	+$2.29K	﹤0.01%	177
2021 Q1	$4K	Hold	33	–	–	﹤0.01%	168
2020 Q4	$4K	Buy	+33	New	+$3.89K	﹤0.01%	163

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 $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Clear Perspectives Financial Planning's AGG Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 292 shares — an estimated $28.3K sold.

Clear Perspectives Financial Planning first reported a position in AGG in Q4 2020 and held it in 6 quarters. The position peaked at $28.3K in Q4 2022. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 292 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $28.3K.
Clear Perspectives Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 6 quarters.
Clear Perspectives Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $28.3K in Q4 2022.
1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.