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

Howard Wealth 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	-2,615	Closed	-$254K	–	109
2022 Q4	$254K	Sell	2,615 -2,736	-51%	-$265K	0.21%	92
2022 Q3	$515K	Hold	5,351	–	–	0.36%	62
2022 Q2	$544K	Hold	5,351	–	–	0.58%	35
2022 Q1	$573K	Sell	5,351 -75	-1%	-$8.25K	0.31%	68
2021 Q4	$618K	Sell	5,426 -490	-8%	-$56.1K	0.33%	70
2021 Q3	$679K	Hold	5,916	–	–	0.38%	67
2021 Q2	$682K	Hold	5,916	–	–	0.38%	66
2021 Q1	$673K	Buy	5,916 +11	+0.2%	+$1.27K	0.39%	66
2020 Q4	$697K	Buy	5,905 +187	+3%	+$22K	0.43%	58
2020 Q3	$675K	Buy	5,718 +2,100	+58%	+$249K	0.48%	51
2020 Q2	$427K	Buy	+3,618	New	+$424K	0.35%	68
2020 Q1	–	Sell	-7	Closed	–	–	106
2019 Q4	$0	Buy	+7	New	+$789	﹤0.01%	513

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Howard Wealth Management's AGG Position: Q1 2023 in Review

Howard Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 2,615 shares — an estimated $254K sold.

Howard Wealth Management first reported a position in AGG in Q4 2019 and held it in 12 quarters. The position peaked at $697K in Q4 2020. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

Howard Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Howard Wealth Management sold 2,615 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $254K.
Howard Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 12 quarters.
Howard Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $697K in Q4 2020.
1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Howard Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.