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New England Capital Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

New England Capital Financial 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
2023
Q2 		– Sell
-13
Closed -$1.3K – 395
2023
Q1 		$1.3K Hold
13
– – ﹤0.01% 364
2022
Q4 		$1.3K Buy
+13
New +$1.26K ﹤0.01% 366

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

New England Capital Financial Advisors's AGG Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 13 shares — an estimated $1.3K sold.

New England Capital Financial Advisors first reported a position in AGG in Q4 2022 and held it in 2 quarters. The position peaked at $1.3K in Q1 2023. 1,633 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 13 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $1.3K.
  • New England Capital Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.3K in Q1 2023.
  • 1,633 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.