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Hamilton Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hamilton Wealth’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
-17,101
Closed -$1.7M – 103
2023
Q4 		$1.7M Buy
+17,101
New +$1.63M 0.53% 39
2023
Q3 		– Sell
-55,661
Closed -$5.45M – 89
2023
Q2 		$5.45M Buy
55,661
+14,494
+35% +$1.43M 1.9% 17
2023
Q1 		$4.1M Buy
41,167
+12,350
+43% +$1.22M 1.45% 16
2022
Q4 		$2.79M Buy
28,817
+4,115
+17% +$398K 1.14% 27
2022
Q3 		$2.38M Buy
24,702
+12,123
+96% +$1.23M 1.01% 26
2022
Q2 		$1.28M Buy
12,579
+8,584
+215% +$882K 0.5% 34
2022
Q1 		$428K Buy
+3,995
New +$440K 0.19% 39

Other funds holding AGG

Jones Financial Companies
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Hamilton Wealth's AGG Position: Q1 2024 in Review

Hamilton Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 17,101 shares — an estimated $1.7M sold.

Hamilton Wealth first reported a position in AGG in Q1 2022 and held it in 7 quarters. The position peaked at $5.45M in Q2 2023. 1,743 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

  • Hamilton Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Hamilton Wealth sold 17,101 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $1.7M.
  • Hamilton Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 7 quarters.
  • Hamilton Wealth's iShares Core US Aggregate Bond ETF position peaked at $5.45M in Q2 2023.
  • 1,743 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Hamilton Wealth's 13F filing for Q1 2024, filed 10 Jun 2024.