EFG Capital International’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

EFG Capital International’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 Q2	$388K	Buy	+3,957	New	+$391K	0.09%	118

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

TAIM

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

EFG Capital International's AGG Position: Q2 2023 in Review

EFG Capital International opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2023: 3,957 shares worth $388K. The stake represents 0.09% of the portfolio and ranks #118 among its holdings.

1,635 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

EFG Capital International held 3,957 shares of iShares Core US Aggregate Bond ETF worth $388K as of Q2 2023.
iShares Core US Aggregate Bond ETF was a new EFG Capital International position in Q2 2023.
iShares Core US Aggregate Bond ETF made up 0.09% of EFG Capital International's portfolio in Q2 2023, its #118 holding.
1,635 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.