Ridgecrest Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ridgecrest Wealth Partners’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	–	Sell	-2,338	Closed	-$238K	–	99
2022 Q2	$238K	Sell	2,338 -2,866	-55%	-$295K	0.17%	90
2022 Q1	$557K	Sell	5,204 -5,036	-49%	-$554K	0.35%	56
2021 Q4	$1.17M	Buy	10,240 +14	+0.1%	+$1.6K	0.57%	43
2021 Q3	$1.17M	Buy	10,226 +110	+1%	+$12.8K	0.64%	38
2021 Q2	$1.17M	Buy	10,116 +1,068	+12%	+$122K	0.73%	37
2021 Q1	$1.03M	Buy	+9,048	New	+$1.05M	0.98%	33

Other funds holding AGG

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

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

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

TAIM

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

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

Ridgecrest Wealth Partners's AGG Position: Q3 2022 in Review

Ridgecrest Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2022, closing a stake of 2,338 shares — an estimated $238K sold.

Ridgecrest Wealth Partners first reported a position in AGG in Q1 2021 and held it in 6 quarters. The position peaked at $1.17M in Q3 2021. 1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

Ridgecrest Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 2,338 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $238K.
Ridgecrest Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 6 quarters.
Ridgecrest Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $1.17M in Q3 2021.
1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2022, filed 20 Oct 2022.