Dominguez Wealth Management Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Dominguez Wealth Management Solutions’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	-2,681	Closed	-$252K	–	57
2023 Q3	$252K	Sell	2,681 -96	-3%	-$9.25K	0.23%	53
2023 Q2	$272K	Buy	2,777 +396	+17%	+$39.1K	0.24%	50
2023 Q1	$237K	Buy	2,381 +4	+0.2%	+$395	0.22%	51
2022 Q4	$231K	Buy	+2,377	New	+$230K	0.23%	52

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dominguez Wealth Management Solutions's AGG Position: Q4 2023 in Review

Dominguez Wealth Management Solutions sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 2,681 shares — an estimated $252K sold.

Dominguez Wealth Management Solutions first reported a position in AGG in Q4 2022 and held it in 4 quarters. The position peaked at $272K in Q2 2023. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

Dominguez Wealth Management Solutions reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Dominguez Wealth Management Solutions sold 2,681 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $252K.
Dominguez Wealth Management Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 4 quarters.
Dominguez Wealth Management Solutions's iShares Core US Aggregate Bond ETF position peaked at $272K in Q2 2023.
1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on Dominguez Wealth Management Solutions's 13F filing for Q4 2023, filed 9 Jan 2024.