Global Strategic Investment Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Global Strategic Investment Solutions’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 Q4	–	Sell	-9,844	Closed	-$948K	–	129
2022 Q3	$948K	Sell	9,844 -16,007	-62%	-$1.62M	0.05%	67
2022 Q2	$2.63M	Buy	25,851 +182	+0.7%	+$18.7K	0.19%	44
2022 Q1	$2.75M	Sell	25,669 -3,969	-13%	-$437K	0.17%	46
2021 Q4	$3.38M	Sell	29,638 -1,030	-3%	-$118K	0.54%	32
2021 Q3	$3.52M	Sell	30,668 -2,408	-7%	-$279K	0.59%	30
2021 Q2	$3.81M	Buy	33,076 +12,751	+63%	+$1.46M	0.64%	29
2021 Q1	$2.31M	Buy	+20,325	New	+$2.35M	0.42%	37

Other funds holding AGG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Global Strategic Investment Solutions's AGG Position: Q4 2022 in Review

Global Strategic Investment Solutions sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 9,844 shares — an estimated $948K sold.

Global Strategic Investment Solutions first reported a position in AGG in Q1 2021 and held it in 7 quarters. The position peaked at $3.81M in Q2 2021. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

Global Strategic Investment Solutions reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Global Strategic Investment Solutions sold 9,844 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $948K.
Global Strategic Investment Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 7 quarters.
Global Strategic Investment Solutions's iShares Core US Aggregate Bond ETF position peaked at $3.81M in Q2 2021.
1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Global Strategic Investment Solutions's 13F filing for Q4 2022, filed 20 Jan 2023.