South Shore Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

South Shore Capital Advisors’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	$311K	Sell	3,226 -21	-0.6%	-$2.12K	0.72%	47
2022 Q2	$330K	Sell	3,247 -618	-16%	-$63.5K	0.69%	46
2022 Q1	$414K	Sell	3,865 -70	-2%	-$7.7K	0.67%	51
2021 Q4	$449K	Buy	3,935 +22	+0.6%	+$2.52K	0.73%	49
2021 Q3	$449K	Sell	3,913 -9	-0.2%	-$1.04K	0.81%	45
2021 Q2	$452K	Sell	3,922 -687	-15%	-$78.7K	0.8%	44
2021 Q1	$525K	Buy	4,609 +396	+9%	+$45.9K	0.52%	48
2020 Q4	$498K	Buy	+4,213	New	+$496K	0.49%	51

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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

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 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

South Shore Capital Advisors's AGG Position: Q3 2022 in Review

South Shore Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.65% in Q3 2022, selling an estimated $2.12K and leaving 3,226 shares worth $311K. The position accounts for 0.72% of the portfolio, ranked #47.

South Shore Capital Advisors first reported a position in AGG in Q4 2020 and has held it in 8 quarters since. The position peaked at $525K in Q1 2021. 1,488 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

South Shore Capital Advisors held 3,226 shares of iShares Core US Aggregate Bond ETF worth $311K as of Q3 2022.
South Shore Capital Advisors sold 21 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $2.12K.
iShares Core US Aggregate Bond ETF made up 0.72% of South Shore Capital Advisors's portfolio in Q3 2022, its #47 holding.
South Shore Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $525K in Q1 2021.
1,488 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.