Fort Pitt Capital Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fort Pitt Capital Group’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	-2,458	Closed	-$244K	–	122
2023 Q4	$244K	Buy	+2,458	New	+$234K	0.01%	121
2023 Q1	–	Sell	-9,471	Closed	-$919K	–	122
2022 Q4	$919K	Sell	9,471 -2,513	-21%	-$243K	0.04%	87
2022 Q3	$1.16M	Buy	+11,984	New	+$1.21M	0.05%	73
2021 Q1	–	Sell	-1,782	Closed	-$211K	–	141
2020 Q4	$211K	Buy	+1,782	New	+$210K	0.01%	123
2020 Q1	–	Sell	-2,388	Closed	-$268K	–	170
2019 Q4	$268K	Buy	+2,388	New	+$269K	0.02%	139

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fort Pitt Capital Group's AGG Position: Q1 2024 in Review

Fort Pitt Capital Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 2,458 shares — an estimated $244K sold.

Fort Pitt Capital Group first reported a position in AGG in Q4 2019 and held it in 5 quarters. The position peaked at $1.16M in Q3 2022. 1,749 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Fort Pitt Capital Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Fort Pitt Capital Group sold 2,458 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $244K.
Fort Pitt Capital Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 5 quarters.
Fort Pitt Capital Group's iShares Core US Aggregate Bond ETF position peaked at $1.16M in Q3 2022.
1,749 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Fort Pitt Capital Group's 13F filing for Q1 2024, filed 11 Apr 2024.