Mark J. Bradley’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mark J. Bradley’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 Q2	$322K	Sell	3,289 -6,134	-65%	-$606K	0.32%	40
2023 Q1	$939K	Buy	+9,423	New	+$931K	0.68%	40
2022 Q4	–	Sell	-12,939	Closed	-$1.25M	–	44
2022 Q3	$1.25M	Buy	12,939 +85	+0.7%	+$8.6K	1.15%	39
2022 Q2	$1.31M	Sell	12,854 -630	-5%	-$64.7K	1.18%	40
2022 Q1	$1.44M	Buy	13,484 +208	+2%	+$22.9K	1.03%	41
2021 Q4	$1.51M	Sell	13,276 -335	-2%	-$38.3K	0.99%	39
2021 Q3	$1.56M	Buy	13,611 +320	+2%	+$37.1K	1.07%	38
2021 Q2	$1.53M	Buy	13,291 +590	+5%	+$67.6K	1.02%	41
2021 Q1	$1.45M	Buy	12,701 +795	+7%	+$92.1K	0.98%	43
2020 Q4	$1.41M	Buy	+11,906	New	+$1.4M	0.97%	41

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Mark J. Bradley's AGG Position: Q2 2023 in Review

Mark J. Bradley reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 65% in Q2 2023, selling an estimated $606K and leaving 3,289 shares worth $322K. The position accounts for 0.32% of the portfolio, ranked #40.

Mark J. Bradley first reported a position in AGG in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.56M in Q3 2021. 1,632 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Mark J. Bradley held 3,289 shares of iShares Core US Aggregate Bond ETF worth $322K as of Q2 2023.
Mark J. Bradley sold 6,134 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $606K.
iShares Core US Aggregate Bond ETF made up 0.32% of Mark J. Bradley's portfolio in Q2 2023, its #40 holding.
Mark J. Bradley first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 10 quarters since.
Mark J. Bradley's iShares Core US Aggregate Bond ETF position peaked at $1.56M in Q3 2021.
1,632 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.