Leo H. Evart Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Leo H. Evart Inc’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 Q3	$343K	Buy	3,645 +29	+0.8%	+$2.79K	0.53%	28
2023 Q2	$354K	Buy	3,616 +28	+0.8%	+$2.77K	0.49%	28
2023 Q1	$358K	Buy	3,588 +17	+0.5%	+$1.68K	0.52%	28
2022 Q4	$346K	Buy	3,571 +32	+0.9%	+$3.1K	0.52%	27
2022 Q3	$341K	Buy	3,539 +21	+0.6%	+$2.12K	0.52%	26
2022 Q2	$358K	Buy	3,518 +18	+0.5%	+$1.85K	0.44%	27
2022 Q1	$375K	Buy	3,500 +10	+0.3%	+$1.1K	0.39%	30
2021 Q4	$398K	Buy	+3,490	New	+$399K	0.39%	30

Other funds holding AGG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Leo H. Evart Inc's AGG Position: Q3 2023 in Review

Leo H. Evart Inc increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.8% in Q3 2023, buying an estimated $2.79K and bringing the position to 3,645 shares worth $343K. The position accounts for 0.53% of the portfolio, ranked #28.

Leo H. Evart Inc first reported a position in AGG in Q4 2021 and has held it in 8 quarters since. The position peaked at $398K in Q4 2021. 1,603 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

Leo H. Evart Inc held 3,645 shares of iShares Core US Aggregate Bond ETF worth $343K as of Q3 2023.
Leo H. Evart Inc bought 29 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $2.79K.
iShares Core US Aggregate Bond ETF made up 0.53% of Leo H. Evart Inc's portfolio in Q3 2023, its #28 holding.
Leo H. Evart Inc first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 8 quarters since.
Leo H. Evart Inc's iShares Core US Aggregate Bond ETF position peaked at $398K in Q4 2021.
1,603 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Leo H. Evart Inc's 13F filing for Q3 2023, filed 15 Nov 2023.