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

Phoenix 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	-2,497	Closed	-$247K	–	113
2023 Q4	$247K	Sell	2,497 -457,359	-99%	-$43.5M	0.17%	102
2023 Q3	$43.2M	Buy	459,856 +9,883	+2%	+$952K	25.41%	1
2023 Q2	$44.1M	Sell	449,973 -8,165	-2%	-$807K	25.66%	1
2023 Q1	$45.6M	Buy	458,138 +87,557	+24%	+$8.65M	28.26%	1
2022 Q4	$35.9M	Buy	+370,581	New	+$35.8M	21.61%	1
2021 Q3	–	Sell	-120	Closed	-$14K	–	372
2021 Q2	$14K	Hold	120	–	–	0.01%	278
2021 Q1	$14K	Hold	120	–	–	0.01%	277
2020 Q4	$14K	Buy	+120	New	+$14.1K	0.01%	281

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Phoenix Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 2,497 shares — an estimated $247K sold.

Phoenix Wealth Advisors first reported a position in AGG in Q4 2020 and held it in 8 quarters. The position peaked at $45.6M in Q1 2023. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Phoenix Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Phoenix Wealth Advisors sold 2,497 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $247K.
Phoenix Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 8 quarters.
Phoenix Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $45.6M in Q1 2023.
1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.