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Second Half Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Second Half Financial 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
2023
Q3 		– Sell
-36,533
Closed -$3.58M – 43
2023
Q2 		$3.58M Buy
+36,533
New +$3.61M 0.82% 36
2022
Q3 		– Sell
-6,872
Closed -$782K – 37
2022
Q2 		$782K Hold
6,872
– – 0.6% 39
2022
Q1 		$782K Buy
+6,872
New +$756K 0.6% 39

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Second Half Financial Partners's AGG Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2023, closing a stake of 36,533 shares — an estimated $3.58M sold.

Second Half Financial Partners first reported a position in AGG in Q1 2022 and held it in 3 quarters. The position peaked at $3.58M in Q2 2023. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 36,533 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $3.58M.
  • Second Half Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Second Half Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $3.58M in Q2 2023.
  • 1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.