NWM
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NEIRG Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

NEIRG Wealth 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
2023
Q3 		– Sell
-10,655
Closed -$1.04M – 8
2023
Q2 		$1.04M Buy
10,655
+1,003
+10% +$99.2K 0.19% 73
2023
Q1 		$962K Buy
9,652
+1,338
+16% +$132K 0.17% 85
2022
Q4 		$806K Sell
8,314
-1,789
-18% -$173K 0.15% 95
2022
Q3 		$973K Sell
10,103
-242
-2% -$24.5K 0.19% 87
2022
Q2 		$1.05M Sell
10,345
-2,165
-17% -$222K 0.23% 85
2022
Q1 		$1.34M Buy
12,510
+544
+5% +$59.9K 0.26% 72
2021
Q4 		$1.36M Buy
+11,966
New +$1.37M 0.26% 61

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return