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Evolution Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Evolution Wealth Advisors’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
2024
Q1 		– Sell
-4,533
Closed -$450K – 136
2023
Q4 		$450K Buy
+4,533
New +$431K 0.09% 84
2022
Q2 		– Sell
-2,040
Closed -$219K – 119
2022
Q1 		$219K Hold
2,040
– – 0.05% 108
2021
Q4 		$233 Hold
2,040
– – 0.04% 116
2021
Q3 		$234K Hold
2,040
– – 0.05% 99
2021
Q2 		$235K Hold
2,040
– – 0.05% 103
2021
Q1 		$232K Buy
+2,040
New +$236K 0.05% 98

Other funds holding AGG

Jones Financial Companies
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Evolution Wealth Advisors's AGG Position: Q1 2024 in Review

Evolution Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 4,533 shares — an estimated $450K sold.

Evolution Wealth Advisors first reported a position in AGG in Q1 2021 and held it in 6 quarters. The position peaked at $450K in Q4 2023. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

  • Evolution Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Evolution Wealth Advisors sold 4,533 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $450K.
  • Evolution Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 6 quarters.
  • Evolution Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $450K in Q4 2023.
  • 1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Evolution Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.