Lehman & Derafelo Financial Resources’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-82	Closed	-$8K	–	113
2022 Q3	$8K	Hold	82	–	–	﹤0.01%	171
2022 Q2	$8K	Buy	+82	New	+$8.43K	﹤0.01%	178
2021 Q4	–	Sell	-732	Closed	-$84K	–	113
2021 Q3	$84K	Sell	732 -1	-0.1%	-$116	0.03%	121
2021 Q2	$85K	Buy	733 +200	+38%	+$22.9K	0.02%	139
2021 Q1	$61K	Buy	533 +150	+39%	+$17.4K	0.02%	143
2020 Q4	$45K	Buy	383 +300	+361%	+$35.3K	0.01%	150
2020 Q3	$10K	Hold	83	–	–	﹤0.01%	229
2020 Q2	$10K	Buy	+83	New	+$9.72K	﹤0.01%	213
2019 Q4	–	Sell	-13	Closed	-$1K	–	202
2019 Q3	$1K	Buy	+13	New	+$1.46K	﹤0.01%	189

Other funds holding AGG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lehman & Derafelo Financial Resources's AGG Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 82 shares — an estimated $8K sold.

Lehman & Derafelo Financial Resources first reported a position in AGG in Q3 2019 and held it in 9 quarters. The position peaked at $85K in Q2 2021. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 82 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $8K.
Lehman & Derafelo Financial Resources first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and held it in 9 quarters.
Lehman & Derafelo Financial Resources's iShares Core US Aggregate Bond ETF position peaked at $85K in Q2 2021.
1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.