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Investment Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Investment Partners’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
-4,179
Closed -$403K – 144
2022
Q3 		$403K Buy
+4,179
New +$423K 0.12% 161
2017
Q3 		– Sell
-2,439
Closed -$267K – 122
2017
Q2 		$267K Buy
+2,439
New +$267K 0.24% 95
2015
Q2 		– Sell
-740
Closed -$82K – 96
2015
Q1 		$82K Buy
+740
New +$82.2K 0.09% 109

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

Investment Partners's AGG Position: Q4 2022 in Review

Investment Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 4,179 shares — an estimated $403K sold.

Investment Partners first reported a position in AGG in Q1 2015 and held it in 3 quarters. The position peaked at $403K in Q3 2022. 1,624 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Investment Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 4,179 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $403K.
  • Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and held it in 3 quarters.
  • Investment Partners's iShares Core US Aggregate Bond ETF position peaked at $403K in Q3 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.