PS
AGG icon

Portfolio Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Portfolio Solutions’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
Q3 		$10M Buy
103,895
+27,170
+35% +$2.75M 1.26% 12
2022
Q2 		$7.8M Buy
+76,725
New +$7.88M 1% 13
2017
Q2 		– Sell
-129
Closed -$14K – 168
2017
Q1 		$14K Buy
+129
New +$14K ﹤0.01% 112

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Portfolio Solutions's AGG Position: Q3 2022 in Review

Portfolio Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 35% in Q3 2022, buying an estimated $2.75M and bringing the position to 103,895 shares worth $10M. The position accounts for 1.26% of the portfolio, ranked #12.

Portfolio Solutions first reported a position in AGG in Q1 2017 and has held it in 3 quarters since. 1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • Portfolio Solutions held 103,895 shares of iShares Core US Aggregate Bond ETF worth $10M as of Q3 2022.
  • Portfolio Solutions bought 27,170 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $2.75M.
  • iShares Core US Aggregate Bond ETF made up 1.26% of Portfolio Solutions's portfolio in Q3 2022, its #12 holding.
  • Portfolio Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and has held it in 3 quarters since.
  • 1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.