Destiny Capital Securities’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Destiny Capital Securities’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 Q3	$1.38M	Buy	+14,623	New	+$1.41M	1.12%	19

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Destiny Capital Securities's AGG Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2023: 14,623 shares worth $1.38M. The stake represents 1.12% of the portfolio and ranks #19 among its holdings.

1,604 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

Destiny Capital Securities held 14,623 shares of iShares Core US Aggregate Bond ETF worth $1.38M as of Q3 2023.
iShares Core US Aggregate Bond ETF was a new Destiny Capital Securities position in Q3 2023.
iShares Core US Aggregate Bond ETF made up 1.12% of Destiny Capital Securities's portfolio in Q3 2023, its #19 holding.
1,604 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.