DWM
AGG icon

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

Doyle Wealth Management’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
Q3 		– Sell
-2,011
Closed -$204K – 206
2022
Q2 		$204K Sell
2,011
-40,777
-95% -$4.19M 0.02% 205
2022
Q1 		$4.58M Sell
42,788
-55,416
-56% -$6.1M 0.33% 66
2021
Q4 		$11.2M Sell
98,204
-5,374
-5% -$615K 0.8% 47
2021
Q3 		$11.9M Sell
103,578
-23,351
-18% -$2.71M 0.95% 42
2021
Q2 		$14.6M Sell
126,929
-115,548
-48% -$13.2M 1.21% 34
2021
Q1 		$27.6M Buy
242,477
+24,267
+11% +$2.81M 2.64% 7
2020
Q4 		$25.8M Buy
218,210
+17,175
+9% +$2.02M 2.62% 7
2020
Q3 		$23.7M Buy
201,035
+38,757
+24% +$4.6M 2.76% 6
2020
Q2 		$19.2M Buy
162,278
+36,617
+29% +$4.29M 2.53% 7
2020
Q1 		$14.5M Buy
125,661
+74,832
+147% +$8.53M 2.3% 11
2019
Q4 		$5.71M Buy
50,829
+45,062
+781% +$5.08M 0.71% 45
2019
Q3 		$653K Buy
5,767
+1,428
+33% +$161K 0.09% 101
2019
Q2 		$483K Sell
4,339
-599
-12% -$65.5K 0.07% 114
2019
Q1 		$537K Buy
4,938
+1,634
+49% +$175K 0.08% 106
2018
Q4 		$352K Sell
3,304
-3,560
-52% -$373K 0.06% 128
2018
Q3 		$724K Buy
6,864
+149
+2% +$15.8K 0.11% 86
2018
Q2 		$714K Buy
+6,715
New +$712K 0.12% 86

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Doyle Wealth Management's AGG Position: Q3 2022 in Review

Doyle Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2022, closing a stake of 2,011 shares — an estimated $204K sold.

Doyle Wealth Management first reported a position in AGG in Q2 2018 and held it in 17 quarters. The position peaked at $27.6M in Q1 2021. 1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • Doyle Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 2,011 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $204K.
  • Doyle Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and held it in 17 quarters.
  • Doyle Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $27.6M in Q1 2021.
  • 1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.