EisnerAmper Wealth Management Corporate Benefits’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$46.5M	Buy	468,671 +362,014	+339%	+$34.5M	16.99%	1
2023 Q3	$10M	Buy	106,657 +98,152	+1,154%	+$9.45M	4.48%	4
2023 Q2	$833K	Buy	8,505 +4,778	+128%	+$472K	0.4%	34
2023 Q1	$371K	Sell	3,727 -343	-8%	-$33.9K	0.18%	42
2022 Q4	$395K	Sell	4,070 -206	-5%	-$19.9K	0.2%	44
2022 Q3	$412K	Sell	4,276 -101	-2%	-$10.2K	0.23%	33
2022 Q2	$445K	Buy	4,377 +1,812	+71%	+$186K	0.24%	34
2022 Q1	$275K	Buy	2,565 +786	+44%	+$86.5K	0.13%	44
2021 Q4	$203K	Buy	+1,779	New	+$204K	0.09%	48

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

EisnerAmper Wealth Management Corporate Benefits's AGG Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits increased its iShares Core US Aggregate Bond ETF (AGG) stake by 339% in Q4 2023, buying an estimated $34.5M and bringing the position to 468,671 shares worth $46.5M. The position accounts for 16.99% of the portfolio, ranked #1.

EisnerAmper Wealth Management Corporate Benefits first reported a position in AGG in Q4 2021 and has held it in 9 quarters since. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 468,671 shares of iShares Core US Aggregate Bond ETF worth $46.5M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits bought 362,014 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $34.5M.
iShares Core US Aggregate Bond ETF made up 16.99% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #1 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 9 quarters since.
1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.