Cutler Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cutler Group’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 Q4	–	Sell	-301	Closed	-$28.6K	–	3551
2023 Q3	$28K	Buy	301 +100	+50%	+$9.63K	﹤0.01%	1796
2023 Q2	$19K	Buy	+201	New	+$19.9K	﹤0.01%	1866
2022 Q4	–	Sell	-1	Closed	-$97	–	4304
2022 Q3	$0	Sell	1 -145	-99%	-$14.7K	﹤0.01%	4846
2022 Q2	$14K	Sell	146 -9,889	-99%	-$1.02M	﹤0.01%	2925
2022 Q1	$1.07M	Buy	10,035 +7,265	+262%	+$799K	0.06%	367
2021 Q4	$316K	Buy	+2,770	New	+$317K	0.01%	1006
2020 Q3	–	Sell	-1,551	Closed	-$184K	–	4605
2020 Q2	$183K	Buy	1,551 +990	+176%	+$116K	0.01%	918
2020 Q1	$64K	Sell	561 -120	-18%	-$13.7K	﹤0.01%	1576
2019 Q4	$76K	Sell	681 -14,199	-95%	-$1.6M	﹤0.01%	1352
2019 Q3	$1.68M	Buy	14,880 +14,780	+14,780%	+$1.66M	0.15%	100
2019 Q2	$11K	Buy	+100	New	+$10.9K	﹤0.01%	2597
2017 Q3	–	Sell	-11	Closed	-$1K	–	5771
2017 Q2	$1K	Buy	+11	New	+$1.2K	﹤0.01%	5754
2016 Q1	–	Sell	-2,115	Closed	-$228K	–	6398
2015 Q4	$228K	Buy	+2,115	New	+$230K	0.01%	1082

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cutler Group's AGG Position: Q4 2023 in Review

Cutler Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 301 shares — an estimated $28.6K sold.

Cutler Group first reported a position in AGG in Q4 2015 and held it in 13 quarters. The position peaked at $1.68M in Q3 2019. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

Cutler Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Cutler Group sold 301 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $28.6K.
Cutler Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 13 quarters.
Cutler Group's iShares Core US Aggregate Bond ETF position peaked at $1.68M in Q3 2019.
1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.