Intercontinental Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Intercontinental Wealth Advisors’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	$5.16M	Sell	52,634 -1,939	-4%	-$192K	1.23%	11
2023 Q1	$5.44M	Buy	+54,573	New	+$5.39M	1.39%	10
2017 Q4	–	Sell	-4,188	Closed	-$459K	–	150
2017 Q3	$459K	Sell	4,188 -20,031	-83%	-$2.2M	0.28%	61
2017 Q2	$2.65M	Buy	+24,219	New	+$2.65M	1.7%	16

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Intercontinental Wealth Advisors's AGG Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.6% in Q2 2023, selling an estimated $192K and leaving 52,634 shares worth $5.16M. The position accounts for 1.23% of the portfolio, ranked #11.

Intercontinental Wealth Advisors first reported a position in AGG in Q2 2017 and has held it in 4 quarters since. The position peaked at $5.44M in Q1 2023. 1,635 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Intercontinental Wealth Advisors held 52,634 shares of iShares Core US Aggregate Bond ETF worth $5.16M as of Q2 2023.
Intercontinental Wealth Advisors sold 1,939 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $192K.
iShares Core US Aggregate Bond ETF made up 1.23% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #11 holding.
Intercontinental Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and has held it in 4 quarters since.
Intercontinental Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $5.44M in Q1 2023.
1,635 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.