Ground Swell Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,765
Closed -$1.05M 78
2023
Q2
$1.05M Buy
10,765
+4,660
+76% +$461K 2.54% 5
2023
Q1
$608K Buy
+6,105
New +$603K 1.02% 5

Other funds holding AGG

Ground Swell Capital's AGG Position: Q3 2023 in Review

Ground Swell Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2023, closing a stake of 10,765 shares — an estimated $1.05M sold.

Ground Swell Capital first reported a position in AGG in Q1 2023 and held it in 2 quarters. The position peaked at $1.05M in Q2 2023. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

  • Ground Swell Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Ground Swell Capital sold 10,765 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $1.05M.
  • Ground Swell Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Ground Swell Capital's iShares Core US Aggregate Bond ETF position peaked at $1.05M in Q2 2023.
  • 1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Ground Swell Capital's 13F filing for Q3 2023, filed 13 Nov 2023.