Pictet North America Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pictet North America 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
2023 Q2	–	Sell	-4,100	Closed	-$409K	–	129
2023 Q1	$409K	Hold	4,100	–	–	0.07%	100
2022 Q4	$398K	Hold	4,100	–	–	0.07%	109
2022 Q3	$395K	Hold	4,100	–	–	0.06%	111
2022 Q2	$417K	Hold	4,100	–	–	0.06%	113
2022 Q1	$439K	Hold	4,100	–	–	0.05%	102
2021 Q4	$468K	Hold	4,100	–	–	0.05%	99
2021 Q3	$471K	Hold	4,100	–	–	0.05%	100
2021 Q2	$473K	Hold	4,100	–	–	0.05%	101
2021 Q1	$467K	Hold	4,100	–	–	0.05%	98
2020 Q4	$485K	Hold	4,100	–	–	0.06%	103
2020 Q3	$484K	Hold	4,100	–	–	0.07%	104
2020 Q2	$485K	Hold	4,100	–	–	0.07%	104
2020 Q1	$473K	Hold	4,100	–	–	0.08%	106
2019 Q4	$461K	Hold	4,100	–	–	0.06%	119
2019 Q3	$464K	Hold	4,100	–	–	0.06%	116
2019 Q2	$457K	Hold	4,100	–	–	0.07%	114
2019 Q1	$447K	Hold	4,100	–	–	0.07%	114
2018 Q4	$437K	Hold	4,100	–	–	0.04%	119
2018 Q3	$433K	Hold	4,100	–	–	0.06%	130
2018 Q2	$436K	Hold	4,100	–	–	0.06%	101
2018 Q1	$440K	Hold	4,100	–	–	0.07%	98
2017 Q4	$448K	Hold	4,100	–	–	0.07%	94
2017 Q3	$449K	Hold	4,100	–	–	0.07%	90
2017 Q2	$449K	Buy	+4,100	New	+$448K	0.07%	89

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Pictet North America Advisors's AGG Position: Q2 2023 in Review

Pictet North America Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 4,100 shares — an estimated $409K sold.

Pictet North America Advisors first reported a position in AGG in Q2 2017 and held it in 24 quarters. The position peaked at $485K in Q4 2020. 1,633 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Pictet North America Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Pictet North America Advisors sold 4,100 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $409K.
Pictet North America Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and held it in 24 quarters.
Pictet North America Advisors's iShares Core US Aggregate Bond ETF position peaked at $485K in Q4 2020.
1,633 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Pictet North America Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.