Ipsen Advisor Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ipsen Advisor 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
2022 Q4	$262K	Buy	+2,706	New	+$262K	0.3%	84

Other funds holding AGG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ipsen Advisor Group's AGG Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2022: 2,706 shares worth $262K. The stake represents 0.3% of the portfolio and ranks #84 among its holdings.

1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

Ipsen Advisor Group held 2,706 shares of iShares Core US Aggregate Bond ETF worth $262K as of Q4 2022.
iShares Core US Aggregate Bond ETF was a new Ipsen Advisor Group position in Q4 2022.
iShares Core US Aggregate Bond ETF made up 0.3% of Ipsen Advisor Group's portfolio in Q4 2022, its #84 holding.
1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.