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Howard Capital Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Howard Capital Management Group’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
Q4 		– Sell
-3,000
Closed -$282K – 113
2023
Q3 		$282K Hold
3,000
– – 0.03% 84
2023
Q2 		$294K Buy
+3,000
New +$297K 0.03% 86

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Howard Capital Management Group's AGG Position: Q4 2023 in Review

Howard Capital Management Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 3,000 shares — an estimated $282K sold.

Howard Capital Management Group first reported a position in AGG in Q2 2023 and held it in 2 quarters. The position peaked at $294K in Q2 2023. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

  • Howard Capital Management Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Howard Capital Management Group sold 3,000 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $282K.
  • Howard Capital Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Howard Capital Management Group's iShares Core US Aggregate Bond ETF position peaked at $294K in Q2 2023.
  • 1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on Howard Capital Management Group's 13F filing for Q4 2023, filed 16 Jan 2024.