Credit Suisse’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Credit Suisse’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
2021 Q4	–	Sell	-125,000	Closed	-$14.4M	–	4476
2021 Q3	$14.4M	Buy	+125,000	New	+$14.5M	0.01%	1292
2021 Q1	–	Sell	-200,000	Closed	-$23.6M	–	4273
2020 Q4	$23.6M	Buy	200,000 +100,000	+100%	+$11.8M	0.01%	1081
2020 Q3	$11.8M	Hold	100,000	–	–	0.01%	1283
2020 Q2	$11.8M	Buy	+100,000	New	+$11.7M	0.01%	1219
2018 Q4	–	Sell	-500,000	Closed	-$52.8M	–	3861
2018 Q3	$52.8M	Buy	+500,000	New	+$53M	0.05%	401

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Credit Suisse's AGG Position: Q3 2023 in Review

Credit Suisse sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2023, closing a stake of 89,177 shares — an estimated $8.73M sold.

Credit Suisse first reported a position in AGG in Q2 2013 and held it in 39 quarters. The position peaked at $295M in Q3 2021. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

Credit Suisse reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Credit Suisse sold 89,177 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $8.73M.
Credit Suisse first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 39 quarters.
Credit Suisse's iShares Core US Aggregate Bond ETF position peaked at $295M in Q3 2021.
1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Credit Suisse's 13F filing for Q3 2023, filed 13 Nov 2023.