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Momentum Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Momentum Advisors’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 		$380K Buy
3,919
+1,496
+62% +$145K 0.39% 49
2022
Q3 		$233K Sell
2,423
-871
-26% -$88.1K 0.26% 61
2022
Q2 		$335K Buy
+3,294
New +$338K 0.38% 41

Other funds holding AGG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
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
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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Momentum Advisors's AGG Position: Q4 2022 in Review

Momentum Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 62% in Q4 2022, buying an estimated $145K and bringing the position to 3,919 shares worth $380K. The position accounts for 0.39% of the portfolio, ranked #49.

Momentum Advisors first reported a position in AGG in Q2 2022 and has held it in 3 quarters since. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Momentum Advisors held 3,919 shares of iShares Core US Aggregate Bond ETF worth $380K as of Q4 2022.
  • Momentum Advisors bought 1,496 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $145K.
  • iShares Core US Aggregate Bond ETF made up 0.39% of Momentum Advisors's portfolio in Q4 2022, its #49 holding.
  • Momentum Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.