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Hoese & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hoese & Co’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
2022
Q4 		– Sell
-508
Closed -$49K – 177
2022
Q3 		$49K Hold
508
– – 0.06% 74
2022
Q2 		$52K Hold
508
– – 0.06% 76
2022
Q1 		$54K Hold
508
– – 0.06% 79
2021
Q4 		$58K Hold
508
– – 0.06% 84
2021
Q3 		$58K Hold
508
– – 0.06% 79
2021
Q2 		$59K Buy
+508
New +$58.2K 0.07% 78

Other funds holding AGG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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 $374B AUM 17.66% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hoese & Co's AGG Position: Q4 2022 in Review

Hoese & Co sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 508 shares — an estimated $49K sold.

Hoese & Co first reported a position in AGG in Q2 2021 and held it in 6 quarters. The position peaked at $59K in Q2 2021. 1,624 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Hoese & Co reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Hoese & Co sold 508 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $49K.
  • Hoese & Co first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 6 quarters.
  • Hoese & Co's iShares Core US Aggregate Bond ETF position peaked at $59K in Q2 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Hoese & Co's 13F filing for Q4 2022, filed 10 Jan 2023.