Lugano Financial Advisors SA (LFA)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-620	Closed	-$58.3K	–	172
2023 Q3	$58.3K	Hold	620	–	–	0.05%	111
2023 Q2	$60.7K	Hold	620	–	–	0.04%	126
2023 Q1	$61.8K	Hold	620	–	–	0.05%	82
2022 Q4	$60.1K	Hold	620	–	–	0.04%	85
2022 Q3	$60K	Hold	620	–	–	0.05%	78
2022 Q2	$63K	Sell	620 -620	-50%	-$63.7K	0.04%	83
2022 Q1	$132K	Buy	+1,240	New	+$136K	0.09%	70
2021 Q4	–	Sell	-663	Closed	-$76K	–	118
2021 Q3	$76K	Hold	663	–	–	0.05%	71
2021 Q2	$76K	Hold	663	–	–	0.05%	71
2021 Q1	$75K	Hold	663	–	–	0.05%	71
2020 Q4	$78K	Hold	663	–	–	0.06%	80
2020 Q3	$78K	Hold	663	–	–	0.07%	85
2020 Q2	$78K	Buy	+663	New	+$77.6K	0.08%	84

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s AGG Position: Q4 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 620 shares — an estimated $58.3K sold.

Lugano Financial Advisors SA (LFA) first reported a position in AGG in Q2 2020 and held it in 13 quarters. The position peaked at $132K in Q1 2022. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

Lugano Financial Advisors SA (LFA) reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 620 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $58.3K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 13 quarters.
Lugano Financial Advisors SA (LFA)'s iShares Core US Aggregate Bond ETF position peaked at $132K in Q1 2022.
1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2023, filed 22 Jan 2024.