Mine & Arao Wealth Creation & Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mine & Arao Wealth Creation & Management’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 Q2	–	Sell	-127	Closed	-$12.4K	–	86
2024 Q1	$12.4K	Hold	127	–	–	0.01%	202
2023 Q4	$12.6K	Hold	127	–	–	0.01%	199
2023 Q3	$11.9K	Buy	127 +1	+0.8%	+$96	0.01%	198
2023 Q2	$12.4K	Hold	126	–	–	0.01%	205
2023 Q1	$12.6K	Buy	126 +106	+530%	+$10.5K	0.01%	207
2022 Q4	$1.96K	Sell	20 -45	-69%	-$4.35K	﹤0.01%	295
2022 Q3	$6K	Sell	65 -3,684	-98%	-$373K	﹤0.01%	252
2022 Q2	$381K	Buy	3,749 +7	+0.2%	+$719	0.27%	50
2022 Q1	$401K	Hold	3,742	–	–	0.24%	51
2021 Q4	$427K	Hold	3,742	–	–	0.24%	50
2021 Q3	$430K	Hold	3,742	–	–	0.26%	46
2021 Q2	$432K	Buy	3,742 +51	+1%	+$5.84K	0.26%	47
2021 Q1	$420K	Buy	3,691 +2,829	+328%	+$328K	0.28%	47
2020 Q4	$102K	Buy	862 +843	+4,437%	+$99.3K	0.07%	94
2020 Q3	$2K	Buy	+19	New	+$2.25K	﹤0.01%	249

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management's AGG Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2024, closing a stake of 127 shares — an estimated $12.4K sold.

Mine & Arao Wealth Creation & Management first reported a position in AGG in Q3 2020 and held it in 15 quarters. The position peaked at $432K in Q2 2021. 1,771 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 127 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $12.4K.
Mine & Arao Wealth Creation & Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 15 quarters.
Mine & Arao Wealth Creation & Management's iShares Core US Aggregate Bond ETF position peaked at $432K in Q2 2021.
1,771 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.