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O'Connor Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

O'Connor Financial 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
2024
Q2 		– Sell
-2,492
Closed -$244K – 53
2024
Q1 		$244K Sell
2,492
-184
-7% -$18K 0.15% 38
2023
Q4 		$266K Buy
2,676
+112
+4% +$10.7K 0.16% 48
2023
Q3 		$241K Sell
2,564
-741
-22% -$71.4K 0.17% 49
2023
Q2 		$324K Buy
+3,305
New +$327K 0.22% 45

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

O'Connor Financial Group's AGG Position: Q2 2024 in Review

O'Connor Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2024, closing a stake of 2,492 shares — an estimated $244K sold.

O'Connor Financial Group first reported a position in AGG in Q2 2023 and held it in 4 quarters. The position peaked at $324K in Q2 2023. 1,775 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

  • O'Connor Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • O'Connor Financial Group sold 2,492 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $244K.
  • O'Connor Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and held it in 4 quarters.
  • O'Connor Financial Group's iShares Core US Aggregate Bond ETF position peaked at $324K in Q2 2023.
  • 1,775 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on O'Connor Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.