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Strategic Point Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Strategic Point Investment 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
Q4 		– Sell
-169,387
Closed -$16.3M – 31
2022
Q3 		$16.3M Sell
169,387
-133
-0.1% -$13.4K 4.57% 8
2022
Q2 		$17.2M Buy
169,520
+2,237
+1% +$230K 4.79% 8
2022
Q1 		$17.9M Sell
167,283
-1,234
-0.7% -$136K 4.09% 9
2021
Q4 		$19.2M Buy
168,517
+5,542
+3% +$634K 4.34% 10
2021
Q3 		$18.7M Buy
162,975
+1,326
+0.8% +$154K 4.59% 10
2021
Q2 		$18.6M Sell
161,649
-134
-0.1% -$15.4K 4.53% 10
2021
Q1 		$18.4M Buy
161,783
+1,060
+0.7% +$123K 4.88% 10
2020
Q4 		$18.8M Sell
160,723
-196
-0.1% -$23.1K 5.22% 8
2020
Q3 		$19M Buy
160,919
+2,219
+1% +$263K 6.04% 7
2020
Q2 		$18.9M Buy
158,700
+73,886
+87% +$8.65M 6.18% 7
2020
Q1 		$9.79M Buy
84,814
+68,426
+418% +$7.8M 4.2% 9
2019
Q4 		$1.84M Buy
+16,388
New +$1.85M 0.67% 17

Other funds holding AGG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Strategic Point Investment Advisors's AGG Position: Q4 2022 in Review

Strategic Point Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 169,387 shares — an estimated $16.3M sold.

Strategic Point Investment Advisors first reported a position in AGG in Q4 2019 and held it in 12 quarters. The position peaked at $19.2M in Q4 2021. 1,624 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Strategic Point Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 169,387 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $16.3M.
  • Strategic Point Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 12 quarters.
  • Strategic Point Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $19.2M in Q4 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Strategic Point Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.