Domani Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Domani Wealth’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 Q1	$1.48M	Sell	14,881 -328	-2%	-$32.4K	0.34%	38
2022 Q4	$1.48M	Buy	+15,209	New	+$1.47M	0.37%	37
2022 Q2	–	Sell	-5,787	Closed	-$620K	–	110
2022 Q1	$620K	Sell	5,787 -51,785	-90%	-$5.7M	0.13%	70
2021 Q4	$6.57M	Sell	57,572 -22,765	-28%	-$2.6M	1.29%	17
2021 Q3	$9.22M	Sell	80,337 -23,706	-23%	-$2.75M	1.93%	14
2021 Q2	$12M	Sell	104,043 -90,754	-47%	-$10.4M	2.42%	14
2021 Q1	$22.2M	Sell	194,797 -72,092	-27%	-$8.35M	4.27%	6
2020 Q4	$31.5M	Sell	266,889 -8,665	-3%	-$1.02M	6.41%	4
2020 Q3	$32.5M	Sell	275,554 -3,582	-1%	-$425K	7.15%	3
2020 Q2	$33M	Sell	279,136 -26,223	-9%	-$3.07M	7.71%	2
2020 Q1	$35.2M	Buy	+305,359	New	+$34.8M	9.41%	2

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Domani Wealth's AGG Position: Q1 2023 in Review

Domani Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q1 2023, selling an estimated $32.4K and leaving 14,881 shares worth $1.48M. The position accounts for 0.34% of the portfolio, ranked #38.

Domani Wealth first reported a position in AGG in Q1 2020 and has held it in 11 quarters since. The position peaked at $35.2M in Q1 2020. 1,615 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

Domani Wealth held 14,881 shares of iShares Core US Aggregate Bond ETF worth $1.48M as of Q1 2023.
Domani Wealth sold 328 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $32.4K.
iShares Core US Aggregate Bond ETF made up 0.34% of Domani Wealth's portfolio in Q1 2023, its #38 holding.
Domani Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 11 quarters since.
Domani Wealth's iShares Core US Aggregate Bond ETF position peaked at $35.2M in Q1 2020.
1,615 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.