Fullen Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fullen Financial 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
2023 Q1	$302K	Buy	3,026 +22	+0.7%	+$2.17K	0.16%	50
2022 Q4	$301K	Buy	3,004 +21	+0.7%	+$2.03K	0.17%	50
2022 Q3	$283K	Buy	2,983 +24	+0.8%	+$2.43K	0.18%	52
2022 Q2	$301K	Buy	2,959 +15	+0.5%	+$1.54K	0.19%	51
2022 Q1	$315K	Buy	2,944 +8	+0.3%	+$880	0.18%	51
2021 Q4	$335K	Buy	2,936 +7	+0.2%	+$801	0.19%	51
2021 Q3	$336K	Buy	2,929 +22	+0.8%	+$2.55K	0.19%	50
2021 Q2	$335K	Buy	2,907 +13	+0.4%	+$1.49K	0.2%	50
2021 Q1	$329K	Buy	2,894 +9	+0.3%	+$1.04K	0.21%	50
2020 Q4	$341K	Buy	2,885 +3	+0.1%	+$353	0.23%	50
2020 Q3	$340K	Hold	2,882	–	–	0.26%	49
2020 Q2	$341K	Buy	+2,882	New	+$337K	0.28%	47

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fullen Financial Group's AGG Position: Q1 2023 in Review

Fullen Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.73% in Q1 2023, buying an estimated $2.17K and bringing the position to 3,026 shares worth $302K. The position accounts for 0.16% of the portfolio, ranked #50.

Fullen Financial Group first reported a position in AGG in Q2 2020 and has held it in 12 quarters since. The position peaked at $341K in Q4 2020. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

Fullen Financial Group held 3,026 shares of iShares Core US Aggregate Bond ETF worth $302K as of Q1 2023.
Fullen Financial Group bought 22 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $2.17K.
iShares Core US Aggregate Bond ETF made up 0.16% of Fullen Financial Group's portfolio in Q1 2023, its #50 holding.
Fullen Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's iShares Core US Aggregate Bond ETF position peaked at $341K in Q4 2020.
1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.