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Solidarity Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Solidarity Wealth’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
Q3 		$1.52M Sell
17,486
-3,581
-17% -$362K 0.88% 34
2022
Q2 		$2.19M Buy
21,067
+1,341
+7% +$138K 1.18% 24
2022
Q1 		$2.03M Buy
+19,726
New +$2.17M 1.14% 21

Other funds holding AGG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Solidarity Wealth's AGG Position: Q3 2022 in Review

Solidarity Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q3 2022, selling an estimated $362K and leaving 17,486 shares worth $1.52M. The position accounts for 0.88% of the portfolio, ranked #34.

Solidarity Wealth first reported a position in AGG in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.19M in Q2 2022. 1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • Solidarity Wealth held 17,486 shares of iShares Core US Aggregate Bond ETF worth $1.52M as of Q3 2022.
  • Solidarity Wealth sold 3,581 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $362K.
  • iShares Core US Aggregate Bond ETF made up 0.88% of Solidarity Wealth's portfolio in Q3 2022, its #34 holding.
  • Solidarity Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • Solidarity Wealth's iShares Core US Aggregate Bond ETF position peaked at $2.19M in Q2 2022.
  • 1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Solidarity Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.