Kistler-Tiffany Companies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kistler-Tiffany Companies’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 Q2	$690K	Buy	7,044 +6,840	+3,353%	+$676K	0.11%	151
2023 Q1	$20.3K	Hold	204	–	–	﹤0.01%	550
2022 Q4	$19.8K	Hold	204	–	–	﹤0.01%	543
2022 Q3	$20K	Hold	204	–	–	﹤0.01%	502
2022 Q2	$21K	Hold	204	–	–	﹤0.01%	493
2022 Q1	$22K	Hold	204	–	–	﹤0.01%	499
2021 Q4	$23K	Buy	204 +25	+14%	+$2.86K	﹤0.01%	477
2021 Q3	$21K	Hold	179	–	–	﹤0.01%	490
2021 Q2	$21K	Hold	179	–	–	﹤0.01%	480
2021 Q1	$20K	Hold	179	–	–	0.01%	457
2020 Q4	$21K	Hold	179	–	–	0.01%	411
2020 Q3	$21K	Hold	179	–	–	0.01%	381
2020 Q2	$21K	Hold	179	–	–	0.01%	351
2020 Q1	$20K	Hold	179	–	–	0.01%	361
2019 Q4	$20K	Hold	179	–	–	0.01%	368
2019 Q3	$20K	Buy	+179	New	+$20.1K	0.01%	360
2018 Q1	–	Sell	-3,565	Closed	-$390K	–	554
2017 Q4	$390K	Buy	+3,565	New	+$390K	0.15%	99
2015 Q2	–	Sell	-330	Closed	-$37K	–	607
2015 Q1	$37K	Hold	330	–	–	0.02%	269
2014 Q4	$36K	Hold	330	–	–	0.02%	277
2014 Q3	$36K	Hold	330	–	–	0.02%	278
2014 Q2	$36K	Hold	330	–	–	0.03%	278
2014 Q1	$36K	Hold	330	–	–	0.03%	264
2013 Q4	$35K	Hold	330	–	–	0.03%	269
2013 Q3	$35K	Hold	330	–	–	0.03%	269
2013 Q2	$35K	Buy	+330	New	+$36.2K	0.03%	255

Other funds holding AGG

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Kistler-Tiffany Companies's AGG Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3,353% in Q2 2023, buying an estimated $676K and bringing the position to 7,044 shares worth $690K. The position accounts for 0.11% of the portfolio, ranked #151.

Kistler-Tiffany Companies first reported a position in AGG in Q2 2013 and has held it in 25 quarters since. 1,633 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Kistler-Tiffany Companies held 7,044 shares of iShares Core US Aggregate Bond ETF worth $690K as of Q2 2023.
Kistler-Tiffany Companies bought 6,840 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $676K.
iShares Core US Aggregate Bond ETF made up 0.11% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #151 holding.
Kistler-Tiffany Companies first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 25 quarters since.
1,633 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.