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Heritage Wealth Management (Arizona)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$6.71M Buy
69,090
+729
+1% +$70.4K 3.72% 6
2024
Q1 		$6.7M Buy
68,361
+3,771
+6% +$369K 3.41% 6
2023
Q4 		$6.41M Buy
+64,590
New +$6.15M 3.47% 6
2022
Q4 		$24.5M Buy
252,642
+133,219
+112% +$12.9M 3.5% 5
2022
Q3 		$11.5M Buy
119,423
+6,796
+6% +$687K 3.7% 5
2022
Q2 		$11.5M Sell
112,627
-15,226
-12% -$1.56M 3.81% 4
2022
Q1 		$13.7M Buy
+127,853
New +$14.1M 3.7% 4
2021
Q3 		$11.8M Buy
102,528
+37,884
+59% +$4.39M 4.19% 4
2021
Q2 		$7.46M Buy
64,644
+40,022
+163% +$4.59M 2.83% 5
2021
Q1 		$2.8M Buy
+24,622
New +$2.85M 1.58% 10

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 $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return