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

Ledge 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
2023
Q4 		$26.1M Buy
263,211
+103,338
+65% +$9.83M 10.16% 2
2023
Q3 		$15M Buy
159,873
+3,580
+2% +$345K 6.75% 4
2023
Q2 		$15.3M Buy
156,293
+1,617
+1% +$160K 7.31% 2
2023
Q1 		$15.4M Buy
154,676
+13,403
+9% +$1.32M 7.31% 2
2022
Q4 		$13.7M Buy
141,273
+105,343
+293% +$10.2M 6.25% 3
2022
Q3 		$3.46M Buy
+35,930
New +$3.63M 2.12% 13

Other funds holding AGG

Jones Financial Companies
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ledge Wealth Management's AGG Position: Q4 2023 in Review

Ledge Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 65% in Q4 2023, buying an estimated $9.83M and bringing the position to 263,211 shares worth $26.1M. The position accounts for 10.16% of the portfolio, ranked #2.

Ledge Wealth Management first reported a position in AGG in Q3 2022 and has held it in 6 quarters since. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

  • Ledge Wealth Management held 263,211 shares of iShares Core US Aggregate Bond ETF worth $26.1M as of Q4 2023.
  • Ledge Wealth Management bought 103,338 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $9.83M.
  • iShares Core US Aggregate Bond ETF made up 10.16% of Ledge Wealth Management's portfolio in Q4 2023, its #2 holding.
  • Ledge Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 6 quarters since.
  • 1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.