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Resolute Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Resolute Financial’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 		$815K Buy
8,407
+2,305
+38% +$223K 0.69% 37
2022
Q3 		$588K Sell
6,102
-642
-10% -$64.9K 0.56% 42
2022
Q2 		$686K Sell
6,744
-1,011
-13% -$104K 0.6% 36
2022
Q1 		$831K Sell
7,755
-3,517
-31% -$387K 0.68% 33
2021
Q4 		$1.29M Buy
+11,272
New +$1.29M 0.96% 24

Other funds holding AGG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Resolute Financial's AGG Position: Q4 2022 in Review

Resolute Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 38% in Q4 2022, buying an estimated $223K and bringing the position to 8,407 shares worth $815K. The position accounts for 0.69% of the portfolio, ranked #37.

Resolute Financial first reported a position in AGG in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.29M in Q4 2021. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Resolute Financial held 8,407 shares of iShares Core US Aggregate Bond ETF worth $815K as of Q4 2022.
  • Resolute Financial bought 2,305 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $223K.
  • iShares Core US Aggregate Bond ETF made up 0.69% of Resolute Financial's portfolio in Q4 2022, its #37 holding.
  • Resolute Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares Core US Aggregate Bond ETF position peaked at $1.29M in Q4 2021.
  • 1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.