Kerntke Otto McGlone Wealth Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2023 Q1	–	Sell	-920	Closed	-$89K	–	65
2022 Q4	$89K	Buy	+920	New	+$89K	0.1%	70
2021 Q3	–	Sell	-1,735	Closed	-$200K	–	41
2021 Q2	$200K	Buy	+1,735	New	+$199K	0.08%	125
2020 Q3	–	Sell	-1,973	Closed	-$233K	–	113
2020 Q2	$233K	Buy	+1,973	New	+$231K	0.21%	92

Other funds holding AGG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Kerntke Otto McGlone Wealth Management Group's AGG Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 920 shares — an estimated $89K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in AGG in Q2 2020 and held it in 3 quarters. The position peaked at $233K in Q2 2020. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 920 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $89K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 3 quarters.
Kerntke Otto McGlone Wealth Management Group's iShares Core US Aggregate Bond ETF position peaked at $233K in Q2 2020.
1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.