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Leelyn Smith’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Leelyn Smith’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
-1,014
Closed -$98.3K – 119
2022
Q4 		$98.3K Sell
1,014
-89
-8% -$8.61K 0.03% 133
2022
Q3 		$106K Buy
1,103
+317
+40% +$32.1K 0.04% 114
2022
Q2 		$80K Sell
786
-25
-3% -$2.57K 0.02% 170
2022
Q1 		$87K Sell
811
-162
-17% -$17.8K 0.02% 169
2021
Q4 		$111K Buy
973
+137
+16% +$15.7K 0.03% 155
2021
Q3 		$96K Sell
836
-18
-2% -$2.09K 0.03% 162
2021
Q2 		$98K Sell
854
-944
-53% -$108K 0.03% 165
2021
Q1 		$205K Sell
1,798
-41
-2% -$4.75K 0.06% 118
2020
Q4 		$217K Sell
1,839
-108
-6% -$12.7K 0.07% 112
2020
Q3 		$230K Sell
1,947
-48
-2% -$5.69K 0.08% 112
2020
Q2 		$236K Sell
1,995
-24
-1% -$2.81K 0.1% 108
2020
Q1 		$233K Buy
2,019
+710
+54% +$80.9K 0.12% 97
2019
Q4 		$147 Buy
+1,309
New +$148K 0.07% 124

Other funds holding AGG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Leelyn Smith's AGG Position: Q1 2023 in Review

Leelyn Smith sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 1,014 shares — an estimated $98.3K sold.

Leelyn Smith first reported a position in AGG in Q4 2019 and held it in 13 quarters. The position peaked at $236K in Q2 2020. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

  • Leelyn Smith reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 1,014 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $98.3K.
  • Leelyn Smith first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's iShares Core US Aggregate Bond ETF position peaked at $236K in Q2 2020.
  • 1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.