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Hutchens & Kramer Investment Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hutchens & Kramer Investment 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
Q2 		– Sell
-15,573
Closed -$1.55M – 121
2023
Q1 		$1.55M Buy
+15,573
New +$1.54M 1.34% 19
2022
Q3 		– Sell
-7,520
Closed -$770K – 93
2022
Q2 		$770K Buy
+7,520
New +$773K 0.57% 41

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's AGG Position: Q2 2023 in Review

Hutchens & Kramer Investment Management Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 15,573 shares — an estimated $1.55M sold.

Hutchens & Kramer Investment Management Group first reported a position in AGG in Q2 2022 and held it in 2 quarters. The position peaked at $1.55M in Q1 2023. 1,633 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

  • Hutchens & Kramer Investment Management Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 15,573 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $1.55M.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Hutchens & Kramer Investment Management Group's iShares Core US Aggregate Bond ETF position peaked at $1.55M in Q1 2023.
  • 1,633 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2023, filed 18 Jul 2023.