MGB
AGG icon

Mass General Brigham’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mass General Brigham’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 		– Sell
-328,893
Closed -$32.2M – 3
2023
Q2 		$32.2M Sell
328,893
-101,776
-24% -$10.1M 29.31% 2
2023
Q1 		$42.9M Sell
430,669
-122,426
-22% -$12.1M 33.44% 2
2022
Q4 		$53.6M Sell
553,095
-240,310
-30% -$23.2M 38.19% 2
2022
Q3 		$76.4M Sell
793,405
-58,965
-7% -$5.96M 39.75% 2
2022
Q2 		$86.7M Buy
852,370
+96,728
+13% +$9.94M 40.53% 2
2022
Q1 		$80.9M Sell
755,642
-79,524
-10% -$8.75M 34.42% 2
2021
Q4 		$95.3M Sell
835,166
-323,611
-28% -$37M 33.78% 2
2021
Q3 		$133M Sell
1,158,777
-106,626
-8% -$12.4M 35.9% 2
2021
Q2 		$146M Buy
+1,265,403
New +$145M 35.6% 2
2021
Q1 		– Hold
0
– – – 2
2020
Q4 		– Hold
0
– – – 2
2020
Q3 		– Hold
0
– – – 2
2019
Q4 		– Hold
0
– – – 3
2019
Q3 		– Hold
0
– – – 3
2017
Q3 		– Hold
0
– – – 1
2017
Q2 		– Hold
0
– – – 1
2017
Q1 		– Hold
0
– – – 1
2016
Q4 		– Hold
0
– – – 1
2016
Q3 		– Hold
0
– – – 1

Other funds holding AGG

Jones Financial Companies
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mass General Brigham's AGG Position: Q3 2023 in Review

Mass General Brigham sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2023, closing a stake of 328,893 shares — an estimated $32.2M sold.

Mass General Brigham first reported a position in AGG in Q2 2021 and held it in 9 quarters. The position peaked at $146M in Q2 2021. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

  • Mass General Brigham reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Mass General Brigham sold 328,893 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $32.2M.
  • Mass General Brigham first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 9 quarters.
  • Mass General Brigham's iShares Core US Aggregate Bond ETF position peaked at $146M in Q2 2021.
  • 1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Mass General Brigham's 13F filing for Q3 2023, filed 23 Oct 2023.