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Kaydan Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kaydan Wealth Management’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
2024
Q2 		– Sell
-2,559
Closed -$251K – 105
2024
Q1 		$251K Buy
+2,559
New +$250K 0.09% 91
2022
Q2 		– Sell
-1,927
Closed -$206K – 92
2022
Q1 		$206K Buy
1,927
+71
+4% +$7.81K 0.09% 101
2021
Q4 		$212K Buy
+1,856
New +$212K 0.08% 104

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
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kaydan Wealth Management's AGG Position: Q2 2024 in Review

Kaydan Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2024, closing a stake of 2,559 shares — an estimated $251K sold.

Kaydan Wealth Management first reported a position in AGG in Q4 2021 and held it in 3 quarters. The position peaked at $251K in Q1 2024. 1,771 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

  • Kaydan Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Kaydan Wealth Management sold 2,559 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $251K.
  • Kaydan Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Kaydan Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $251K in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Kaydan Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.