Sanford Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sanford Advisory Services’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	$7.47M	Buy	77,038 +63,961	+489%	+$6.19M	1.78%	15
2022 Q3	$1.26M	Sell	13,077 -1,211	-8%	-$122K	0.36%	36
2022 Q2	$1.45M	Sell	14,288 -167	-1%	-$17.2K	0.41%	31
2022 Q1	$1.55M	Buy	14,455 +913	+7%	+$100K	0.42%	30
2021 Q4	$1.54M	Buy	13,542 +2,776	+26%	+$318K	0.35%	32
2021 Q3	$1.24M	Sell	10,766 -130	-1%	-$15.1K	0.31%	34
2021 Q2	$1.26M	Buy	10,896 +117	+1%	+$13.4K	0.32%	34
2021 Q1	$1.23M	Sell	10,779 -1,832	-15%	-$212K	0.34%	32
2020 Q4	$1.49M	Buy	+12,611	New	+$1.49M	0.48%	22

Other funds holding AGG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Sanford Advisory Services's AGG Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 489% in Q4 2022, buying an estimated $6.19M and bringing the position to 77,038 shares worth $7.47M. The position accounts for 1.78% of the portfolio, ranked #15.

Sanford Advisory Services first reported a position in AGG in Q4 2020 and has held it in 9 quarters since. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

Sanford Advisory Services held 77,038 shares of iShares Core US Aggregate Bond ETF worth $7.47M as of Q4 2022.
Sanford Advisory Services bought 63,961 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $6.19M.
iShares Core US Aggregate Bond ETF made up 1.78% of Sanford Advisory Services's portfolio in Q4 2022, its #15 holding.
Sanford Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 9 quarters since.
1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.