IF
AGG icon

Intrua Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Intrua Financial’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
Q4 		– Sell
-4,462
Closed -$420K – 399
2023
Q3 		$420K Sell
4,462
-3,828
-46% -$369K 0.07% 221
2023
Q2 		$812K Buy
8,290
+3,404
+70% +$336K 0.14% 140
2023
Q1 		$486K Buy
+4,886
New +$483K 0.1% 186
2022
Q3 		– Sell
-15,475
Closed -$1.57M – 298
2022
Q2 		$1.57M Buy
15,475
+1,210
+8% +$124K 0.33% 65
2022
Q1 		$1.53M Sell
14,265
-402
-3% -$44.2K 0.27% 74
2021
Q4 		$1.67M Sell
14,667
-382
-3% -$43.7K 0.29% 74
2021
Q3 		$1.73M Sell
15,049
-305
-2% -$35.4K 0.32% 65
2021
Q2 		$1.77M Sell
15,354
-4,017
-21% -$460K 0.42% 45
2021
Q1 		$2.21M Buy
19,371
+16,116
+495% +$1.87M 0.56% 33
2020
Q4 		$385K Sell
3,255
-537
-14% -$63.3K 0.17% 124
2020
Q3 		$446K Sell
3,792
-5,713
-60% -$678K 0.22% 102
2020
Q2 		$1.13M Buy
+9,505
New +$1.11M 0.43% 51

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Intrua Financial's AGG Position: Q4 2023 in Review

Intrua Financial sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 4,462 shares — an estimated $420K sold.

Intrua Financial first reported a position in AGG in Q2 2020 and held it in 12 quarters. The position peaked at $2.21M in Q1 2021. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

  • Intrua Financial reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Intrua Financial sold 4,462 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $420K.
  • Intrua Financial first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 12 quarters.
  • Intrua Financial's iShares Core US Aggregate Bond ETF position peaked at $2.21M in Q1 2021.
  • 1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on Intrua Financial's 13F filing for Q4 2023, filed 28 May 2025.