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

Foster Victor 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
2022
Q3 		– Sell
-3,334
Closed -$340K – 143
2022
Q2 		$340K Buy
+3,334
New +$343K 0.05% 107
2019
Q1 		– Sell
-1,909
Closed -$203K – 93
2018
Q4 		$203K Buy
+1,909
New +$200K 0.19% 76

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Foster Victor Wealth Advisors's AGG Position: Q3 2022 in Review

Foster Victor Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2022, closing a stake of 3,334 shares — an estimated $340K sold.

Foster Victor Wealth Advisors first reported a position in AGG in Q4 2018 and held it in 2 quarters. The position peaked at $340K in Q2 2022. 1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • Foster Victor Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 3,334 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $340K.
  • Foster Victor Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $340K in Q2 2022.
  • 1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.