IFS
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Ifrah Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ifrah Financial Services’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
-10,036
Closed -$967K – 200
2022
Q3 		$967K Sell
10,036
-8,681
-46% -$878K 0.33% 62
2022
Q2 		$1.9M Sell
18,717
-18,095
-49% -$1.86M 0.62% 39
2022
Q1 		$3.94M Buy
36,812
+278
+0.8% +$30.6K 1.11% 29
2021
Q4 		$4.17M Buy
36,534
+583
+2% +$66.7K 1.12% 27
2021
Q3 		$4.13M Buy
35,951
+901
+3% +$104K 1.19% 25
2021
Q2 		$4.04M Buy
35,050
+1,347
+4% +$154K 1.16% 26
2021
Q1 		$3.84M Sell
33,703
-16,350
-33% -$1.89M 1.15% 25
2020
Q4 		$5.92M Buy
50,053
+1,294
+3% +$152K 1.91% 12
2020
Q3 		$5.76M Sell
48,759
-297
-0.6% -$35.2K 2.07% 12
2020
Q2 		$5.8M Sell
49,056
-541
-1% -$63.3K 2.11% 11
2020
Q1 		$5.72M Buy
49,597
+15,619
+46% +$1.78M 2.4% 9
2019
Q4 		$3.82M Sell
33,978
-248
-0.7% -$27.9K 1.35% 22
2019
Q3 		$3.87M Sell
34,226
-395
-1% -$44.4K 1.42% 21
2019
Q2 		$3.85M Buy
34,621
+1,238
+4% +$135K 1.43% 22
2019
Q1 		$3.64M Sell
33,383
-119
-0.4% -$12.8K 1.38% 22
2018
Q4 		$3.57M Sell
33,502
-1,072
-3% -$112K 1.5% 18
2018
Q3 		$3.65M Sell
34,574
-154
-0.4% -$16.3K 1.29% 24
2018
Q2 		$3.69M Buy
34,728
+715
+2% +$75.8K 1.34% 23
2018
Q1 		$3.65M Buy
34,013
+507
+2% +$54.4K 1.33% 23
2017
Q4 		$3.66M Buy
33,506
+530
+2% +$57.9K 1.33% 22
2017
Q3 		$3.61M Buy
32,976
+28
+0.1% +$3.07K 1.37% 19
2017
Q2 		$3.61M Sell
32,948
-33
-0.1% -$3.61K 1.42% 19
2017
Q1 		$3.58M Buy
32,981
+169
+0.5% +$18.3K 1.44% 17
2016
Q4 		$3.55M Sell
32,812
-1,697
-5% -$186K 1.44% 16
2016
Q3 		$3.88M Sell
34,509
-780
-2% -$87.7K 1.54% 16
2016
Q2 		$3.97M Buy
35,289
+604
+2% +$67.1K 1.59% 17
2016
Q1 		$3.84M Buy
34,685
+994
+3% +$109K 1.53% 17
2015
Q4 		$3.64M Sell
33,691
-534
-2% -$58.1K 1.44% 18
2015
Q3 		$3.75M Sell
34,225
-33
-0.1% -$3.6K 1.51% 16
2015
Q2 		$3.73M Buy
34,258
+1,553
+5% +$171K 1.39% 18
2015
Q1 		$3.64M Buy
32,705
+1,425
+5% +$158K 1.37% 19
2014
Q4 		$3.44M Sell
31,280
-1,591
-5% -$175K 1.35% 20
2014
Q3 		$3.59M Buy
32,871
+446
+1% +$48.7K 1.38% 18
2014
Q2 		$3.55M Buy
32,425
+192
+0.6% +$20.9K 1.34% 19
2014
Q1 		$3.48M Buy
32,233
+1,199
+4% +$129K 1.36% 18
2013
Q4 		$3.3M Buy
31,034
+51
+0.2% +$5.46K 1.32% 18
2013
Q3 		$3.32M Buy
30,983
+379
+1% +$40.4K 1.61% 17
2013
Q2 		$3.28M Buy
+30,604
New +$3.36M 1.65% 17

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

Ifrah Financial Services's AGG Position: Q4 2022 in Review

Ifrah Financial Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 10,036 shares — an estimated $967K sold.

Ifrah Financial Services first reported a position in AGG in Q2 2013 and held it in 38 quarters. The position peaked at $5.92M in Q4 2020. 1,624 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Ifrah Financial Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Ifrah Financial Services sold 10,036 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $967K.
  • Ifrah Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 38 quarters.
  • Ifrah Financial Services's iShares Core US Aggregate Bond ETF position peaked at $5.92M in Q4 2020.
  • 1,624 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Ifrah Financial Services's 13F filing for Q4 2022, filed 6 Feb 2023.