Outlook Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Outlook 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
2024 Q1	–	Sell	-2,304	Closed	-$229K	–	259
2023 Q4	$229K	Hold	2,304	–	–	0.08%	209
2023 Q3	$217K	Hold	2,304	–	–	0.08%	189
2023 Q2	$226K	Buy	+2,304	New	+$228K	0.09%	184
2021 Q4	–	Sell	-5,741	Closed	-$659K	–	204
2021 Q3	$659K	Sell	5,741 -435	-7%	-$50.4K	0.22%	115
2021 Q2	$712K	Sell	6,176 -9,808	-61%	-$1.12M	0.23%	105
2021 Q1	$1.82M	Sell	15,984 -5,670	-26%	-$657K	0.63%	39
2020 Q4	$2.56M	Sell	21,654 -4,699	-18%	-$554K	0.93%	25
2020 Q3	$3.11M	Sell	26,353 -2,082	-7%	-$247K	1.24%	19
2020 Q2	$3.36M	Sell	28,435 -2,721	-9%	-$319K	1.42%	18
2020 Q1	$3.6M	Buy	+31,156	New	+$3.55M	2.03%	11

Other funds holding AGG

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Outlook Wealth Advisors's AGG Position: Q1 2024 in Review

Outlook Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 2,304 shares — an estimated $229K sold.

Outlook Wealth Advisors first reported a position in AGG in Q1 2020 and held it in 10 quarters. The position peaked at $3.6M in Q1 2020. 1,747 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Outlook Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 2,304 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $229K.
Outlook Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 10 quarters.
Outlook Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.6M in Q1 2020.
1,747 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Outlook Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.