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Personal Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Personal Capital 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 		$18.8M Buy
194,250
+139,891
+257% +$13.5M 0.09% 134
2022
Q3 		$5.24M Sell
54,359
-278,763
-84% -$28.2M 0.03% 189
2022
Q2 		$33.9M Buy
333,122
+308,026
+1,227% +$31.7M 0.18% 114
2022
Q1 		$2.69M Buy
25,096
+1,956
+8% +$215K 0.01% 209
2021
Q4 		$2.5M Buy
23,140
+7,720
+50% +$883K 0.01% 217
2021
Q3 		$1.77M Sell
15,420
-2,929
-16% -$340K 0.01% 228
2021
Q2 		$2.12M Sell
18,349
-42,301
-70% -$4.85M 0.01% 223
2021
Q1 		$6.9M Buy
60,650
+39,486
+187% +$4.57M 0.04% 187
2020
Q4 		$2.5M Buy
21,164
+5,400
+34% +$636K 0.02% 220
2020
Q3 		$1.86M Sell
15,764
-5,712
-27% -$678K 0.01% 229
2020
Q2 		$2.54M Sell
21,476
-246,731
-92% -$28.9M 0.02% 202
2020
Q1 		$30.9M Buy
268,207
+248,287
+1,246% +$28.3M 0.3% 77
2019
Q4 		$2.24M Buy
19,920
+1,721
+9% +$194K 0.02% 199
2019
Q3 		$2.06M Sell
18,199
-489
-3% -$55K 0.02% 191
2019
Q2 		$2.08M Sell
18,688
-3,213
-15% -$351K 0.02% 186
2019
Q1 		$2.39M Sell
21,901
-148,584
-87% -$15.9M 0.03% 168
2018
Q4 		$18.2M Buy
170,485
+166,419
+4,093% +$17.5M 0.24% 96
2018
Q3 		$429K Buy
4,066
+335
+9% +$35.5K 0.01% 229
2018
Q2 		$397K Buy
3,731
+1,040
+39% +$110K 0.01% 221
2018
Q1 		$289K Sell
2,691
-7,829
-74% -$841K ﹤0.01% 224
2017
Q4 		$1.15M Buy
10,520
+7,038
+202% +$769K 0.02% 175
2017
Q3 		$382K Buy
+3,482
New +$382K 0.01% 187
2015
Q3 		– Sell
-4,576
Closed -$498K – 149
2015
Q2 		$498K Buy
+4,576
New +$503K 0.03% 129

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Personal Capital Advisors's AGG Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 257% in Q4 2022, buying an estimated $13.5M and bringing the position to 194,250 shares worth $18.8M. The position accounts for 0.09% of the portfolio, ranked #134.

Personal Capital Advisors first reported a position in AGG in Q2 2015 and has held it in 23 quarters since. The position peaked at $33.9M in Q2 2022. 1,625 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Personal Capital Advisors held 194,250 shares of iShares Core US Aggregate Bond ETF worth $18.8M as of Q4 2022.
  • Personal Capital Advisors bought 139,891 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $13.5M.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Personal Capital Advisors's portfolio in Q4 2022, its #134 holding.
  • Personal Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and has held it in 23 quarters since.
  • Personal Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $33.9M in Q2 2022.
  • 1,625 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.