Guardian Wealth Advisors (Minnesota)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 Q2	–	Sell	-2,427	Closed	-$242K	–	71
2023 Q1	$242K	Buy	2,427 +100	+4%	+$9.88K	0.19%	63
2022 Q4	$226K	Sell	2,327 -1,700	-42%	-$164K	0.2%	60
2022 Q3	$388K	Sell	4,027 -502	-11%	-$50.8K	0.38%	44
2022 Q2	$460K	Sell	4,529 -1,452	-24%	-$149K	0.42%	39
2022 Q1	$641K	Sell	5,981 -67	-1%	-$7.37K	0.53%	28
2021 Q4	$690K	Sell	6,048 -462	-7%	-$52.9K	0.55%	27
2021 Q3	$748K	Sell	6,510 -224	-3%	-$26K	0.67%	22
2021 Q2	$777K	Sell	6,734 -447	-6%	-$51.2K	0.67%	23
2021 Q1	$817K	Sell	7,181 -1,951	-21%	-$226K	0.76%	21
2020 Q4	$1.08M	Buy	+9,132	New	+$1.08M	1.07%	17

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Guardian Wealth Advisors (Minnesota)'s AGG Position: Q2 2023 in Review

Guardian Wealth Advisors (Minnesota) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 2,427 shares — an estimated $242K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in AGG in Q4 2020 and held it in 10 quarters. The position peaked at $1.08M in Q4 2020. 1,632 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Guardian Wealth Advisors (Minnesota) reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Advisors (Minnesota) sold 2,427 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $242K.
Guardian Wealth Advisors (Minnesota) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 10 quarters.
Guardian Wealth Advisors (Minnesota)'s iShares Core US Aggregate Bond ETF position peaked at $1.08M in Q4 2020.
1,632 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2023, filed 8 Aug 2023.