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National Wealth Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

National Wealth Management Group’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
Q2 		– Sell
-4,058
Closed -$403K – 130
2023
Q1 		$403K Buy
+4,058
New +$401K 0.46% 70

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

National Wealth Management Group's AGG Position: Q2 2023 in Review

National Wealth Management Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 4,058 shares — an estimated $403K sold.

National Wealth Management Group first reported a position in AGG in Q1 2023 and held it in 1 quarter. The position peaked at $403K in Q1 2023. 1,632 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

  • National Wealth Management Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 4,058 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $403K.
  • National Wealth Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 1 quarter.
  • National Wealth Management Group's iShares Core US Aggregate Bond ETF position peaked at $403K in Q1 2023.
  • 1,632 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.