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Scholtz & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Scholtz & Company’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
2024
Q1 		– Sell
-2,237
Closed -$222K – 52
2023
Q4 		$222K Buy
+2,237
New +$213K 0.11% 63

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Scholtz & Company's AGG Position: Q1 2024 in Review

Scholtz & Company sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 2,237 shares — an estimated $222K sold.

Scholtz & Company first reported a position in AGG in Q4 2023 and held it in 1 quarter. The position peaked at $222K in Q4 2023. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

  • Scholtz & Company reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Scholtz & Company sold 2,237 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $222K.
  • Scholtz & Company first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Scholtz & Company's iShares Core US Aggregate Bond ETF position peaked at $222K in Q4 2023.
  • 1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Scholtz & Company's 13F filing for Q1 2024, filed 14 May 2024.