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
2024 Q1	$5K	Sell	2,200 -1,000	-31%	-$97.9K	﹤0.01%	1534
2023 Q4	$10K	Buy	+3,200	New	+$305K	﹤0.01%	2365
2023 Q2	–	Sell	-300	Closed	-$4K	–	3504
2023 Q1	$4K	Sell	300 -600	-67%	-$59.3K	﹤0.01%	2784
2022 Q4	$9K	Buy	+900	New	+$87K	﹤0.01%	2744
2021 Q1	–	Sell	-4,100	Closed	-$1K	–	5541
2020 Q4	$1K	Buy	+4,100	New	+$483K	﹤0.01%	4343
2020 Q3	–	Sell	-5,800	Closed	-$2K	–	4604
2020 Q2	$2K	Sell	5,800 -3,600	-38%	-$421K	﹤0.01%	3717
2020 Q1	$13K	Buy	+9,400	New	+$1.07M	﹤0.01%	2549
2019 Q2	–	Sell	-29,800	Closed	-$14K	–	4144
2019 Q1	$14K	Buy	+29,800	New	+$3.2M	﹤0.01%	2256

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.