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

Olympus 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
2024
Q1 		– Sell
-3,685
Closed -$366K – 15
2023
Q4 		$366K Buy
+3,685
New +$351K 0.19% 19

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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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Olympus Wealth Management's AGG Position: Q1 2024 in Review

Olympus Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 3,685 shares — an estimated $366K sold.

Olympus Wealth Management first reported a position in AGG in Q4 2023 and held it in 1 quarter. The position peaked at $366K in Q4 2023. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

  • Olympus Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Olympus Wealth Management sold 3,685 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $366K.
  • Olympus Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Olympus Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $366K in Q4 2023.
  • 1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Olympus Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.