First Personal Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First Personal Financial Services’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	-1,014	Closed	-$101K	–	365
2023 Q4	$101K	Hold	1,014	–	–	0.02%	158
2023 Q3	$95.4K	Hold	1,014	–	–	0.02%	157
2023 Q2	$99.3K	Hold	1,014	–	–	0.02%	158
2023 Q1	$101K	Hold	1,014	–	–	0.03%	148
2022 Q4	$98.3K	Buy	1,014 +977	+2,641%	+$94.5K	0.03%	158
2022 Q3	$4K	Buy	+37	New	+$3.74K	﹤0.01%	382
2020 Q1	–	Sell	-1,254	Closed	-$141K	–	296
2019 Q4	$141K	Buy	+1,254	New	+$141K	0.05%	137
2019 Q3	–	Sell	-2,418	Closed	-$269K	–	542
2019 Q2	$269K	Hold	2,418	–	–	0.08%	146
2019 Q1	$264K	Sell	2,418 -43	-2%	-$4.61K	0.08%	149
2018 Q4	$262K	Sell	2,461 -259	-10%	-$27.2K	0.09%	144
2018 Q3	$287K	Buy	2,720 +262	+11%	+$27.8K	0.09%	145
2018 Q2	$261K	Hold	2,458	–	–	0.09%	149
2018 Q1	$264K	Buy	2,458 +1,814	+282%	+$195K	0.06%	187
2017 Q4	$70K	Buy	644 +560	+667%	+$61.2K	0.01%	403
2017 Q3	$9K	Buy	+84	New	+$9.22K	﹤0.01%	718
2016 Q4	–	Sell	-400	Closed	-$45K	–	913
2016 Q3	$45K	Buy	+400	New	+$45K	0.01%	295
2016 Q1	–	Sell	-104	Closed	-$11K	–	315
2015 Q4	$11K	Buy	+104	New	+$11.3K	0.01%	287

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Personal Financial Services's AGG Position: Q1 2024 in Review

First Personal Financial Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 1,014 shares — an estimated $101K sold.

First Personal Financial Services first reported a position in AGG in Q4 2015 and held it in 17 quarters. The position peaked at $287K in Q3 2018. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

First Personal Financial Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 1,014 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $101K.
First Personal Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 17 quarters.
First Personal Financial Services's iShares Core US Aggregate Bond ETF position peaked at $287K in Q3 2018.
1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.