Consolidated Planning Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Consolidated Planning Corp’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
2024 Q1	–	Sell	-2,265	Closed	-$225K	–	183
2023 Q4	$225K	Buy	+2,265	New	+$216K	0.04%	155
2022 Q4	–	Sell	-3,781	Closed	-$364K	–	119
2022 Q3	$364K	Buy	3,781 +1,392	+58%	+$141K	0.11%	83
2022 Q2	$243K	Buy	2,389 +60	+3%	+$6.17K	0.08%	104
2022 Q1	$249K	Buy	2,329 +86	+4%	+$9.46K	0.17%	47
2021 Q4	$256K	Buy	2,243 +160	+8%	+$18.3K	0.17%	52
2021 Q3	$239K	Hold	2,083	–	–	0.16%	52
2021 Q2	$240K	Buy	+2,083	New	+$239K	0.18%	47

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 22.96% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Consolidated Planning Corp's AGG Position: Q1 2024 in Review

Consolidated Planning Corp sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 2,265 shares — an estimated $225K sold.

Consolidated Planning Corp first reported a position in AGG in Q2 2021 and held it in 7 quarters. The position peaked at $364K in Q3 2022. 1,747 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Consolidated Planning Corp reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Consolidated Planning Corp sold 2,265 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $225K.
Consolidated Planning Corp first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 7 quarters.
Consolidated Planning Corp's iShares Core US Aggregate Bond ETF position peaked at $364K in Q3 2022.
1,747 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Consolidated Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.