Goodwin Investment Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Goodwin Investment Advisory’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	-28	Closed	-$2.78K	–	48
2023 Q4	$2.78K	Hold	28	–	–	﹤0.01%	66
2023 Q3	$2.63K	Sell	28 -133	-83%	-$12.8K	﹤0.01%	79
2023 Q2	$15.8K	Buy	161 +133	+475%	+$13.1K	0.01%	72
2023 Q1	$2.79K	Hold	28	–	–	﹤0.01%	77
2022 Q4	$2.72K	Hold	28	–	–	﹤0.01%	190
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	182
2022 Q2	$2.85K	Buy	+28	New	+$2.88K	﹤0.01%	141
2021 Q3	–	Sell	-856	Closed	-$99K	–	143
2021 Q2	$99K	Hold	856	–	–	0.11%	42
2021 Q1	$97K	Hold	856	–	–	0.11%	37
2020 Q4	$101K	Buy	+856	New	+$101K	0.12%	33

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

Goodwin Investment Advisory's AGG Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 28 shares — an estimated $2.78K sold.

Goodwin Investment Advisory first reported a position in AGG in Q4 2020 and held it in 10 quarters. The position peaked at $101K in Q4 2020. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 28 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $2.78K.
Goodwin Investment Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 10 quarters.
Goodwin Investment Advisory's iShares Core US Aggregate Bond ETF position peaked at $101K in Q4 2020.
1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.