Means Investment Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Means Investment Company’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
2024 Q1	–	Sell	-15,627	Closed	-$1.55M	–	198
2023 Q4	$1.55M	Sell	15,627 -543	-3%	-$51.7K	0.22%	72
2023 Q3	$1.52M	Sell	16,170 -529	-3%	-$50.9K	0.25%	67
2023 Q2	$1.64M	Buy	16,699 +3,598	+27%	+$356K	0.26%	69
2023 Q1	$1.31M	Buy	13,101 +1,125	+9%	+$111K	0.23%	80
2022 Q4	$1.16M	Buy	11,976 +6,410	+115%	+$620K	0.23%	85
2022 Q3	$536K	Buy	5,566 +1,110	+25%	+$112K	0.12%	107
2022 Q2	$453K	Buy	4,456 +1,902	+74%	+$195K	0.1%	119
2022 Q1	$274K	Buy	+2,554	New	+$281K	0.05%	166

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Means Investment Company's AGG Position: Q1 2024 in Review

Means Investment Company sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 15,627 shares — an estimated $1.55M sold.

Means Investment Company first reported a position in AGG in Q1 2022 and held it in 8 quarters. The position peaked at $1.64M in Q2 2023. 1,743 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Means Investment Company reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Means Investment Company sold 15,627 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $1.55M.
Means Investment Company first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 8 quarters.
Means Investment Company's iShares Core US Aggregate Bond ETF position peaked at $1.64M in Q2 2023.
1,743 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Means Investment Company's 13F filing for Q1 2024, filed 17 Apr 2024.