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Intrepid Financial Planning Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Intrepid Financial Planning 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
-3,805
Closed -$379K – 123
2023
Q1 		$379K Sell
3,805
-100
-3% -$9.88K 0.19% 75
2022
Q4 		$379K Sell
3,905
-150
-4% -$14.5K 0.21% 70
2022
Q3 		$391K Sell
4,055
-60
-1% -$6.07K 0.22% 63
2022
Q2 		$418K Buy
+4,115
New +$423K 0.23% 63

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

Intrepid Financial Planning Group's AGG Position: Q2 2023 in Review

Intrepid Financial Planning Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 3,805 shares — an estimated $379K sold.

Intrepid Financial Planning Group first reported a position in AGG in Q2 2022 and held it in 4 quarters. The position peaked at $418K in Q2 2022. 1,632 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

  • Intrepid Financial Planning Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 3,805 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $379K.
  • Intrepid Financial Planning Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 4 quarters.
  • Intrepid Financial Planning Group's iShares Core US Aggregate Bond ETF position peaked at $418K in Q2 2022.
  • 1,632 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2023, filed 9 Aug 2023.