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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
2022
Q2 		– Sell
-5,200
Closed -$41K – 4883
2022
Q1 		$41K Buy
5,200
+200
+4% +$22K ﹤0.01% 2414
2021
Q4 		$10K Buy
+5,000
New +$572K ﹤0.01% 3667
2021
Q1 		– Sell
-4,300
Closed -$2K – 5542
2020
Q4 		$2K Buy
+4,300
New +$507K ﹤0.01% 4092
2020
Q3 		– Sell
-12,000
Closed -$3K – 4606
2020
Q2 		$3K Buy
+12,000
New +$1.4M ﹤0.01% 3555

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
Mercer Global Advisors
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.