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

Signature Wealth Management 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
2024 Q2	–	Sell	-2,122	Closed	-$208K	–	105
2024 Q1	$208K	Sell	2,122 -668	-24%	-$65.4K	0.17%	95
2023 Q4	$277K	Buy	2,790 +7	+0.3%	+$666	0.24%	80
2023 Q3	$262K	Buy	2,783 +297	+12%	+$28.6K	0.26%	79
2023 Q2	$244K	Buy	+2,486	New	+$246K	0.23%	83
2021 Q1	–	Sell	-3,302	Closed	-$390K	–	104
2020 Q4	$390K	Buy	+3,302	New	+$389K	0.39%	59

Other funds holding AGG

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 San Francisco, California $530B AUM 22.01% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Signature Wealth Management Partners's AGG Position: Q2 2024 in Review

Signature Wealth Management Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2024, closing a stake of 2,122 shares — an estimated $208K sold.

Signature Wealth Management Partners first reported a position in AGG in Q4 2020 and held it in 5 quarters. The position peaked at $390K in Q4 2020. 1,772 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

Signature Wealth Management Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Signature Wealth Management Partners sold 2,122 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $208K.
Signature Wealth Management Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 5 quarters.
Signature Wealth Management Partners's iShares Core US Aggregate Bond ETF position peaked at $390K in Q4 2020.
1,772 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Signature Wealth Management Partners's 13F filing for Q2 2024, filed 15 Jul 2024.