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Sargent Bickham Lagudis’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sargent Bickham Lagudis’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 		$98.7M Sell
1,018,029
-15,967
-2% -$1.54M 8.09% 1
2022
Q3 		$99.6M Buy
1,033,996
+56,230
+6% +$5.69M 8.91% 1
2022
Q2 		$99.4M Sell
977,766
-28,852
-3% -$2.96M 8.59% 1
2022
Q1 		$108M Sell
1,006,618
-147,028
-13% -$16.2M 8.38% 1
2021
Q4 		$132M Sell
1,153,646
-88,985
-7% -$10.2M 9.93% 1
2021
Q3 		$143M Buy
1,242,631
+36,232
+3% +$4.2M 11.62% 1
2021
Q2 		$139M Buy
1,206,399
+14,485
+1% +$1.66M 11.34% 1
2021
Q1 		$136M Buy
1,191,914
+55,070
+5% +$6.38M 11.95% 1
2020
Q4 		$134M Sell
1,136,844
-13,419
-1% -$1.58M 12.4% 1
2020
Q3 		$136M Buy
1,150,263
+215,972
+23% +$25.6M 13.65% 1
2020
Q2 		$110M Buy
934,291
+77,867
+9% +$9.12M 11.84% 1
2020
Q1 		$98.8M Sell
856,424
-136,185
-14% -$15.5M 12.71% 1
2019
Q4 		$112M Buy
992,609
+17,776
+2% +$2M 12.36% 1
2019
Q3 		$110M Buy
974,833
+50,444
+5% +$5.67M 13.3% 1
2019
Q2 		$103M Buy
924,389
+156,838
+20% +$17.1M 12.23% 1
2019
Q1 		$83.7M Sell
767,551
-9,326
-1% -$1M 9.69% 1
2018
Q4 		$82.7M Buy
776,877
+11,784
+2% +$1.24M 10.7% 1
2018
Q3 		$80.7M Sell
765,093
-26,262
-3% -$2.79M 9.57% 1
2018
Q2 		$84.1M Sell
791,355
-29,058
-4% -$3.08M 10.42% 1
2018
Q1 		$88M Buy
820,413
+52,547
+7% +$5.64M 10.96% 1
2017
Q4 		$84M Buy
767,866
+66,671
+10% +$7.29M 10.02% 1
2017
Q3 		$76.8M Sell
701,195
-91,265
-12% -$10M 9.55% 1
2017
Q2 		$86.8M Buy
792,460
+60,455
+8% +$6.61M 11.06% 1
2017
Q1 		$79.4M Buy
732,005
+156,043
+27% +$16.9M 10.28% 1
2016
Q4 		$62.2M Buy
575,962
+557,567
+3,031% +$61.1M 9.6% 1
2016
Q3 		$64.5K Sell
18,395
-548,292
-97% -$61.6M 9.7% 1
2016
Q2 		$63.8M Buy
566,687
+14,673
+3% +$1.63M 9.9% 1
2016
Q1 		$61.2M Buy
+552,014
New +$60.4M 9.85% 1

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

Sargent Bickham Lagudis's AGG Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q4 2022, selling an estimated $1.54M and leaving 1,018,029 shares worth $98.7M. The position accounts for 8.09% of the portfolio, ranked #1.

Sargent Bickham Lagudis first reported a position in AGG in Q1 2016 and has held it in 28 quarters since. The position peaked at $143M in Q3 2021. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Sargent Bickham Lagudis held 1,018,029 shares of iShares Core US Aggregate Bond ETF worth $98.7M as of Q4 2022.
  • Sargent Bickham Lagudis sold 15,967 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $1.54M.
  • iShares Core US Aggregate Bond ETF made up 8.09% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #1 holding.
  • Sargent Bickham Lagudis first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares Core US Aggregate Bond ETF position peaked at $143M in Q3 2021.
  • 1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.