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

Endurance 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
2023 Q2	$22K	Hold	225	–	–	﹤0.01%	409
2023 Q1	$22K	Sell	225 -26	-10%	-$2.57K	﹤0.01%	424
2022 Q4	$24K	Buy	+251	New	+$24.3K	﹤0.01%	395

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

Endurance Wealth Management's AGG Position: Q2 2023 in Review

Endurance Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2023 at 225 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Endurance Wealth Management first reported a position in AGG in Q4 2022 and has held it in 3 quarters since. The position peaked at $24K in Q4 2022. 1,635 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Endurance Wealth Management held 225 shares of iShares Core US Aggregate Bond ETF worth $22K as of Q2 2023.
Endurance Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2023.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #409 holding.
Endurance Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 3 quarters since.
Endurance Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $24K in Q4 2022.
1,635 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.