MayTech Global Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MayTech Global Investments’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	-2,410	Closed	-$232K	–	64
2022 Q3	$232K	Hold	2,410	–	–	0.08%	29
2022 Q2	$245K	Hold	2,410	–	–	0.08%	37
2022 Q1	$258K	Hold	2,410	–	–	0.06%	39
2021 Q4	$275K	Sell	2,410 -790	-25%	-$90.4K	0.06%	39
2021 Q3	$367K	Hold	3,200	–	–	0.08%	33
2021 Q2	$369K	Sell	3,200 -2,300	-42%	-$264K	0.08%	33
2021 Q1	$626K	Hold	5,500	–	–	0.15%	30
2020 Q4	$650K	Sell	5,500 -10,246	-65%	-$1.21M	0.15%	29
2020 Q3	$1.86M	Buy	15,746 +12,546	+392%	+$1.49M	0.5%	26
2020 Q2	$378K	Hold	3,200	–	–	0.12%	32
2020 Q1	$369K	Hold	3,200	–	–	0.17%	29
2019 Q4	$360K	Hold	3,200	–	–	0.16%	32
2019 Q3	$362K	Hold	3,200	–	–	0.18%	28
2019 Q2	$356K	Hold	3,200	–	–	0.18%	26
2019 Q1	$349K	Hold	3,200	–	–	0.18%	25
2018 Q4	$341K	Buy	3,200 +2,000	+167%	+$210K	0.22%	25
2018 Q3	$127K	Hold	1,200	–	–	0.06%	27
2018 Q2	$128K	Buy	1,200 +600	+100%	+$63.6K	0.07%	25
2018 Q1	$64K	Buy	+600	New	+$64.4K	0.04%	32

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

MayTech Global Investments's AGG Position: Q4 2022 in Review

MayTech Global Investments sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 2,410 shares — an estimated $232K sold.

MayTech Global Investments first reported a position in AGG in Q1 2018 and held it in 19 quarters. The position peaked at $1.86M in Q3 2020. 1,624 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

MayTech Global Investments reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
MayTech Global Investments sold 2,410 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $232K.
MayTech Global Investments first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 19 quarters.
MayTech Global Investments's iShares Core US Aggregate Bond ETF position peaked at $1.86M in Q3 2020.
1,624 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on MayTech Global Investments's 13F filing for Q4 2022, filed 14 Feb 2023.