Journey Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Journey Advisory 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	–	Sell	-9,750	Closed	-$939K	–	220
2022 Q3	$939K	Buy	9,750 +111	+1%	+$11.2K	0.24%	90
2022 Q2	$1M	Sell	9,639 -255	-3%	-$26.2K	0.23%	93
2022 Q1	$1.06M	Hold	9,894	–	–	0.27%	85
2021 Q4	$1.13M	Sell	9,894 -67	-0.7%	-$7.67K	0.31%	75
2021 Q3	$1.14M	Sell	9,961 -213	-2%	-$24.7K	0.37%	62
2021 Q2	$1.17M	Sell	10,174 -200	-2%	-$22.9K	0.37%	66
2021 Q1	$1.18M	Buy	10,374 +43	+0.4%	+$4.98K	0.41%	65
2020 Q4	$1.22M	Buy	+10,331	New	+$1.22M	0.46%	58

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

Journey Advisory Group's AGG Position: Q4 2022 in Review

Journey Advisory Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 9,750 shares — an estimated $939K sold.

Journey Advisory Group first reported a position in AGG in Q4 2020 and held it in 8 quarters. The position peaked at $1.22M in Q4 2020. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

Journey Advisory Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Journey Advisory Group sold 9,750 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $939K.
Journey Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 8 quarters.
Journey Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $1.22M in Q4 2020.
1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Journey Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.