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H&H Retirement Design & Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

H&H Retirement Design & Management’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 		– Sell
-22,544
Closed -$2.25M – 56
2022
Q4 		$2.25M Buy
22,544
+1,737
+8% +$168K 1.9% 15
2022
Q3 		$1.97M Sell
20,807
-206
-1% -$20.8K 1.86% 14
2022
Q2 		$2.19M Buy
+21,013
New +$2.16M 1.6% 15

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
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

H&H Retirement Design & Management's AGG Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 22,544 shares — an estimated $2.25M sold.

H&H Retirement Design & Management first reported a position in AGG in Q2 2022 and held it in 3 quarters. The position peaked at $2.25M in Q4 2022. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 22,544 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $2.25M.
  • H&H Retirement Design & Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 3 quarters.
  • H&H Retirement Design & Management's iShares Core US Aggregate Bond ETF position peaked at $2.25M in Q4 2022.
  • 1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.