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Laurel Wealth Advisors (California)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$4.14M Sell
42,641
-3,620
-8% -$350K 0.41% 61
2022
Q3 		$4.46M Sell
46,261
-1,996
-4% -$202K 0.48% 46
2022
Q2 		$4.91M Sell
48,257
-3,746
-7% -$385K 0.5% 45
2022
Q1 		$5.57M Buy
52,003
+13,829
+36% +$1.52M 0.46% 47
2021
Q4 		$4.36M Buy
38,174
+15,503
+68% +$1.77M 0.34% 71
2021
Q3 		$2.6M Sell
22,671
-2,666
-11% -$309K 0.48% 40
2021
Q2 		$2.92M Sell
25,337
-2,423
-9% -$278K 0.38% 59
2021
Q1 		$3.16M Sell
27,760
-3,510
-11% -$406K 0.48% 45
2020
Q4 		$3.7M Sell
31,270
-326
-1% -$38.4K 0.54% 43
2020
Q3 		$3.73M Buy
31,596
+6,047
+24% +$717K 0.62% 37
2020
Q2 		$3.02M Buy
25,549
+4,243
+20% +$497K 0.55% 43
2020
Q1 		$2.46M Sell
21,306
-793
-4% -$90.4K 0.56% 44
2019
Q4 		$2.48M Buy
22,099
+2,573
+13% +$290K 0.42% 59
2019
Q3 		$2.21M Buy
19,526
+3,175
+19% +$357K 0.38% 64
2019
Q2 		$1.82M Buy
+16,351
New +$1.79M 0.4% 61

Other funds holding AGG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AGG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q4 2022, selling an estimated $350K and leaving 42,641 shares worth $4.14M. The position accounts for 0.41% of the portfolio, ranked #61.

Laurel Wealth Advisors (California) first reported a position in AGG in Q2 2019 and has held it in 15 quarters since. The position peaked at $5.57M in Q1 2022. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Laurel Wealth Advisors (California) held 42,641 shares of iShares Core US Aggregate Bond ETF worth $4.14M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 3,620 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $350K.
  • iShares Core US Aggregate Bond ETF made up 0.41% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #61 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 15 quarters since.
  • Laurel Wealth Advisors (California)'s iShares Core US Aggregate Bond ETF position peaked at $5.57M in Q1 2022.
  • 1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.