Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Legacy Financial Group (Iowa)’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 		– Sell
-530
Closed -$49.8K – 39
2023
Q3 		$49.8K Buy
+530
New +$51K 0.01% 181

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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

Legacy Financial Group (Iowa)'s AGG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 530 shares — an estimated $49.8K sold.

Legacy Financial Group (Iowa) first reported a position in AGG in Q3 2023 and held it in 1 quarter. The position peaked at $49.8K in Q3 2023. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 530 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $49.8K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Core US Aggregate Bond ETF position peaked at $49.8K in Q3 2023.
  • 1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.