Insight Wealth Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Insight Wealth Strategies’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	-4,056	Closed	-$404K	–	137
2023 Q1	$404K	Buy	4,056 +696	+21%	+$68.8K	0.08%	117
2022 Q4	$326K	Sell	3,360 -241	-7%	-$23.3K	0.06%	120
2022 Q3	$366K	Hold	3,601	–	–	0.07%	120
2022 Q2	$366K	Sell	3,601 -341	-9%	-$35K	0.07%	120
2022 Q1	$422K	Buy	3,942 +303	+8%	+$33.3K	0.06%	126
2021 Q4	$415K	Sell	3,639 -424	-10%	-$48.5K	0.06%	125
2021 Q3	$467K	Buy	4,063 +301	+8%	+$34.9K	0.07%	143
2021 Q2	$434K	Sell	3,762 -409	-10%	-$46.9K	0.06%	146
2021 Q1	$475K	Sell	4,171 -890	-18%	-$103K	0.06%	145
2020 Q4	$598K	Sell	5,061 -113	-2%	-$13.3K	0.1%	104
2020 Q3	$611K	Sell	5,174 -6,320	-55%	-$750K	0.11%	86
2020 Q2	$1.36M	Buy	11,494 +8,162	+245%	+$955K	0.3%	33
2020 Q1	$384K	Sell	3,332 -7,079	-68%	-$807K	0.1%	95
2019 Q4	$1.17M	Buy	10,411 +8,579	+468%	+$967K	0.25%	70
2019 Q3	$207K	Sell	1,832 -6,223	-77%	-$700K	0.05%	182
2019 Q2	$897K	Buy	+8,055	New	+$881K	0.22%	73

Other funds holding AGG

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Insight Wealth Strategies's AGG Position: Q2 2023 in Review

Insight Wealth Strategies sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 4,056 shares — an estimated $404K sold.

Insight Wealth Strategies first reported a position in AGG in Q2 2019 and held it in 16 quarters. The position peaked at $1.36M in Q2 2020. 1,632 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Insight Wealth Strategies reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Insight Wealth Strategies sold 4,056 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $404K.
Insight Wealth Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and held it in 16 quarters.
Insight Wealth Strategies's iShares Core US Aggregate Bond ETF position peaked at $1.36M in Q2 2020.
1,632 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Insight Wealth Strategies's 13F filing for Q2 2023, filed 14 Jul 2023.