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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
Q1 		– Sell
-200,000
Closed -$23.6M – 4274
2020
Q4 		$23.6M Buy
200,000
+100,000
+100% +$11.8M 0.01% 1082
2020
Q3 		$11.8M Hold
100,000
– – 0.01% 1284
2020
Q2 		$11.8M Buy
+100,000
New +$11.7M 0.01% 1220

Other funds holding AGG

Jones Financial Companies
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Charles Schwab
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.