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Sowa Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sowa Financial Group’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
Q4 		– Sell
-12,342
Closed -$1.16M – 31
2023
Q3 		$1.16M Sell
12,342
-1,584
-11% -$153K 0.87% 23
2023
Q2 		$1.36M Buy
13,926
+3,175
+30% +$314K 0.94% 22
2023
Q1 		$1.07M Buy
+10,751
New +$1.06M 0.77% 26
2022
Q2 		– Sell
-2,628
Closed -$281K – 36
2022
Q1 		$281K Sell
2,628
-27
-1% -$2.97K 0.17% 57
2021
Q4 		$303K Sell
2,655
-81
-3% -$9.27K 0.18% 54
2021
Q3 		$314K Sell
2,736
-362
-12% -$42K 0.2% 54
2021
Q2 		$357K Sell
3,098
-427
-12% -$48.9K 0.26% 51
2021
Q1 		$401K Sell
3,525
-1,457
-29% -$169K 0.28% 44
2020
Q4 		$589K Buy
4,982
+519
+12% +$61.1K 0.4% 36
2020
Q3 		$527K Buy
4,463
+1,516
+51% +$180K 0.38% 37
2020
Q2 		$348K Buy
2,947
+1,730
+142% +$203K 0.26% 43
2020
Q1 		$140K Sell
1,217
-442
-27% -$50.4K 0.12% 65
2019
Q4 		$186K Buy
+1,659
New +$187K 0.15% 63

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowa Financial Group's AGG Position: Q4 2023 in Review

Sowa Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 12,342 shares — an estimated $1.16M sold.

Sowa Financial Group first reported a position in AGG in Q4 2019 and held it in 13 quarters. The position peaked at $1.36M in Q2 2023. 1,766 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

  • Sowa Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sowa Financial Group sold 12,342 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $1.16M.
  • Sowa Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 13 quarters.
  • Sowa Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.36M in Q2 2023.
  • 1,766 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on Sowa Financial Group's 13F filing for Q4 2023, filed 24 Jan 2024.