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

KerberRose 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
2022 Q2	$484K	Buy	+4,761	New	+$489K	0.39%	52

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

KerberRose Wealth Management's AGG Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2022: 4,761 shares worth $484K. The stake represents 0.39% of the portfolio and ranks #52 among its holdings.

1,533 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

KerberRose Wealth Management held 4,761 shares of iShares Core US Aggregate Bond ETF worth $484K as of Q2 2022.
iShares Core US Aggregate Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares Core US Aggregate Bond ETF made up 0.39% of KerberRose Wealth Management's portfolio in Q2 2022, its #52 holding.
1,533 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.