One Advisory Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,195
Closed -$215K 44
2023
Q2
$215K Sell
2,195
-4
-0.2% -$395 0.12% 39
2023
Q1
$219K Sell
2,199
-79
-3% -$7.81K 0.13% 41
2022
Q4
$221K Buy
+2,278
New +$220K 0.14% 47

Other funds holding AGG

One Advisory Partners's AGG Position: Q3 2023 in Review

One Advisory Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2023, closing a stake of 2,195 shares — an estimated $215K sold.

One Advisory Partners first reported a position in AGG in Q4 2022 and held it in 3 quarters. The position peaked at $221K in Q4 2022. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

  • One Advisory Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • One Advisory Partners sold 2,195 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $215K.
  • One Advisory Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 3 quarters.
  • One Advisory Partners's iShares Core US Aggregate Bond ETF position peaked at $221K in Q4 2022.
  • 1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on One Advisory Partners's 13F filing for Q3 2023, filed 16 Oct 2023.