Laurel Wealth Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Laurel Wealth Planning’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	-835	Closed	-$81K	–	67
2022 Q4	$81K	Hold	835	–	–	0.05%	89
2022 Q3	$80K	Sell	835 -1,788	-68%	-$181K	0.06%	83
2022 Q2	$267K	Sell	2,623 -475	-15%	-$48.8K	0.19%	53
2022 Q1	$332K	Hold	3,098	–	–	0.22%	55
2021 Q4	$353K	Buy	+3,098	New	+$354K	0.27%	52

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

Laurel Wealth Planning's AGG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 835 shares — an estimated $81K sold.

Laurel Wealth Planning first reported a position in AGG in Q4 2021 and held it in 5 quarters. The position peaked at $353K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

Laurel Wealth Planning reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 835 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $81K.
Laurel Wealth Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 5 quarters.
Laurel Wealth Planning's iShares Core US Aggregate Bond ETF position peaked at $353K in Q4 2021.
1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.