Column Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Column Capital 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
2023 Q3	$86.2K	Hold	917	–	–	0.01%	248
2023 Q2	$89.8K	Buy	917 +20	+2%	+$1.98K	0.01%	235
2023 Q1	$89.4K	Hold	897	–	–	0.01%	244
2022 Q4	$87K	Sell	897 -1,296	-59%	-$125K	0.01%	220
2022 Q3	$211K	Sell	2,193 -60	-3%	-$6.07K	0.04%	113
2022 Q2	$229K	Buy	2,253 +1,000	+80%	+$103K	0.04%	103
2022 Q1	$134K	Hold	1,253	–	–	0.02%	159
2021 Q4	$143K	Sell	1,253 -52	-4%	-$5.95K	0.03%	157
2021 Q3	$150K	Hold	1,305	–	–	0.03%	146
2021 Q2	$151K	Hold	1,305	–	–	0.03%	143
2021 Q1	$149K	Buy	1,305 +263	+25%	+$30.5K	0.03%	139
2020 Q4	$123K	Hold	1,042	–	–	0.03%	150
2020 Q3	$123K	Sell	1,042 -288	-22%	-$34.2K	0.04%	136
2020 Q2	$157K	Sell	1,330 -119	-8%	-$13.9K	0.05%	108
2020 Q1	$167K	Sell	1,449 -16	-1%	-$1.82K	0.07%	82
2019 Q4	$164K	Buy	+1,465	New	+$165K	0.08%	106

Other funds holding AGG

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Column Capital Advisors's AGG Position: Q3 2023 in Review

Column Capital Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2023 at 917 shares worth $86.2K. The position accounts for 0.01% of the portfolio, ranked #248.

Column Capital Advisors first reported a position in AGG in Q4 2019 and has held it in 16 quarters since. The position peaked at $229K in Q2 2022. 1,605 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

Column Capital Advisors held 917 shares of iShares Core US Aggregate Bond ETF worth $86.2K as of Q3 2023.
Column Capital Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2023.
iShares Core US Aggregate Bond ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #248 holding.
Column Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $229K in Q2 2022.
1,605 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.