EPWM
AGG icon

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

Essex Private 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
Q2 		– Sell
-15,274
Closed -$1.64M – 31
2022
Q1 		$1.64M Buy
15,274
+770
+5% +$84.7K 4.41% 8
2021
Q4 		$1.66M Sell
14,504
-133
-0.9% -$15.2K 1.4% 15
2021
Q3 		$1.68M Buy
14,637
+117
+0.8% +$13.6K 1.53% 15
2021
Q2 		$1.68M Hold
14,520
– – 1.53% 16
2021
Q1 		$1.65M Buy
14,520
+8
+0.1% +$926 1.58% 16
2020
Q4 		$1.72M Sell
14,512
-2,096
-13% -$247K 1.67% 17
2020
Q3 		$1.96M Buy
16,608
+8
+0% +$949 2.03% 16
2020
Q2 		$1.96M Hold
16,600
– – 2.28% 13
2020
Q1 		$1.92M Hold
16,600
– – 2.5% 12
2019
Q4 		$1.86M Buy
+16,600
New +$1.87M 1.89% 14

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 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

Essex Private Wealth Management's AGG Position: Q2 2022 in Review

Essex Private Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 15,274 shares — an estimated $1.64M sold.

Essex Private Wealth Management first reported a position in AGG in Q4 2019 and held it in 10 quarters. The position peaked at $1.96M in Q2 2020. 1,533 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Essex Private Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Essex Private Wealth Management sold 15,274 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $1.64M.
  • Essex Private Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 10 quarters.
  • Essex Private Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.96M in Q2 2020.
  • 1,533 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Essex Private Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.