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

Financial Synergies 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 Q2	–	Sell	-1,783	Closed	-$175K	–	82
2024 Q1	$175K	Sell	1,783 -485	-21%	-$47.5K	0.02%	76
2023 Q4	$220K	Sell	2,268 -40	-2%	-$3.81K	0.03%	65
2023 Q3	$217K	Buy	2,308 +12	+0.5%	+$1.16K	0.03%	64
2023 Q2	$225K	Buy	2,296 +17	+0.7%	+$1.68K	0.03%	64
2023 Q1	$227K	Buy	2,279 +11	+0.5%	+$1.09K	0.03%	64
2022 Q4	$220K	Sell	2,268 -3	-0.1%	-$290	0.03%	65
2022 Q3	$219K	Buy	2,271 +13	+0.6%	+$1.31K	0.04%	64
2022 Q2	$230K	Buy	+2,258	New	+$232K	0.04%	62
2020 Q4	–	Sell	-5,864	Closed	-$692K	–	57
2020 Q3	$692K	Sell	5,864 -989	-14%	-$117K	0.18%	40
2020 Q2	$810K	Buy	6,853 +943	+16%	+$110K	0.27%	28
2020 Q1	$682K	Buy	+5,910	New	+$674K	0.39%	19

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Financial Synergies Wealth Advisors's AGG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2024, closing a stake of 1,783 shares — an estimated $175K sold.

Financial Synergies Wealth Advisors first reported a position in AGG in Q1 2020 and held it in 11 quarters. The position peaked at $810K in Q2 2020. 1,772 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,783 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $175K.
Financial Synergies Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 11 quarters.
Financial Synergies Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $810K in Q2 2020.
1,772 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.