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Journey Strategic Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Journey Strategic Wealth’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
Q1 		– Sell
-4,089
Closed -$397K – 255
2022
Q4 		$397K Buy
+4,089
New +$395K 0.05% 122
2022
Q1 		– Sell
-5,096
Closed -$581K – 185
2021
Q4 		$581K Buy
+5,096
New +$583K 0.06% 60

Other funds holding AGG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Journey Strategic Wealth's AGG Position: Q1 2023 in Review

Journey Strategic Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 4,089 shares — an estimated $397K sold.

Journey Strategic Wealth first reported a position in AGG in Q4 2021 and held it in 2 quarters. The position peaked at $581K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

  • Journey Strategic Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Journey Strategic Wealth sold 4,089 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $397K.
  • Journey Strategic Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Journey Strategic Wealth's iShares Core US Aggregate Bond ETF position peaked at $581K in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Journey Strategic Wealth's 13F filing for Q1 2023, filed 12 May 2023.