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New England Guild Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

New England Guild Wealth 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 		$4.22M Buy
43,540
+7,312
+20% +$707K 2.23% 15
2022
Q3 		$3.49M Buy
36,228
+9,277
+34% +$938K 2.11% 15
2022
Q2 		$2.74M Sell
26,951
-1,385
-5% -$142K 1.69% 17
2022
Q1 		$3.04M Sell
28,336
-1,269
-4% -$140K 1.61% 19
2021
Q4 		$3.38M Sell
29,605
-4,325
-13% -$495K 1.69% 17
2021
Q3 		$3.9M Sell
33,930
-439
-1% -$50.9K 2.06% 16
2021
Q2 		$3.96M Sell
34,369
-984
-3% -$113K 2.15% 16
2021
Q1 		$4.02M Sell
35,353
-4,392
-11% -$509K 2.26% 16
2020
Q4 		$4.7M Sell
39,745
-2,058
-5% -$242K 2.79% 10
2020
Q3 		$4.93M Buy
41,803
+4,367
+12% +$518K 3.45% 7
2020
Q2 		$4.42M Buy
37,436
+6,887
+23% +$806K 3.25% 7
2020
Q1 		$3.52M Buy
30,549
+4,049
+15% +$461K 3.16% 7
2019
Q4 		$2.98M Sell
26,500
-1,241
-4% -$140K 2.14% 16
2019
Q3 		$3.14M Buy
27,741
+3,611
+15% +$406K 2.25% 18
2019
Q2 		$2.69M Buy
24,130
+2,994
+14% +$327K 2% 19
2019
Q1 		$2.31M Buy
21,136
+2,909
+16% +$312K 1.74% 20
2018
Q4 		$1.94M Sell
18,227
-12,813
-41% -$1.34M 1.63% 21
2018
Q3 		$3.27M Buy
31,040
+3,357
+12% +$356K 2.96% 14
2018
Q2 		$2.94M Sell
27,683
-7,088
-20% -$752K 2.69% 16
2018
Q1 		$3.73M Buy
34,771
+2,442
+8% +$262K 3.53% 13
2017
Q4 		$3.53M Buy
+32,329
New +$3.53M 3.38% 14

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

New England Guild Wealth Advisors's AGG Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q4 2022, buying an estimated $707K and bringing the position to 43,540 shares worth $4.22M. The position accounts for 2.23% of the portfolio, ranked #15.

New England Guild Wealth Advisors first reported a position in AGG in Q4 2017 and has held it in 21 quarters since. The position peaked at $4.93M in Q3 2020. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • New England Guild Wealth Advisors held 43,540 shares of iShares Core US Aggregate Bond ETF worth $4.22M as of Q4 2022.
  • New England Guild Wealth Advisors bought 7,312 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $707K.
  • iShares Core US Aggregate Bond ETF made up 2.23% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #15 holding.
  • New England Guild Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 21 quarters since.
  • New England Guild Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.93M in Q3 2020.
  • 1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.