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

Drive 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
Q1 		– Sell
-15,908
Closed -$1.81M – 166
2021
Q4 		$1.81M Buy
+15,908
New +$1.82M 1.6% 9

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Drive Wealth Management's AGG Position: Q1 2022 in Review

Drive Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2022, closing a stake of 15,908 shares — an estimated $1.81M sold.

Drive Wealth Management first reported a position in AGG in Q4 2021 and held it in 1 quarter. The position peaked at $1.81M in Q4 2021. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

  • Drive Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Drive Wealth Management sold 15,908 iShares Core US Aggregate Bond ETF shares in Q1 2022, an estimated $1.81M.
  • Drive Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Drive Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.81M in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Drive Wealth Management's 13F filing for Q1 2022, filed 15 Nov 2022.