Strategic Wealth Partners Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Strategic Wealth Partners 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	-1,547	Closed	-$145K	–	67
2023 Q3	$145K	Hold	1,547	–	–	0.02%	59
2023 Q2	$151K	Buy	+1,547	New	+$153K	0.02%	58
2022 Q4	–	Sell	-6,822	Closed	-$657K	–	50
2022 Q3	$657K	Buy	6,822 +1,482	+28%	+$150K	0.15%	32
2022 Q2	$543K	Sell	5,340 -28,718	-84%	-$2.95M	0.12%	35
2022 Q1	$3.65M	Sell	34,058 -96,905	-74%	-$10.7M	0.69%	20
2021 Q4	$14.9M	Buy	130,963 +99,077	+311%	+$11.3M	2.59%	10
2021 Q3	$3.66M	Buy	+31,886	New	+$3.7M	0.7%	21
2021 Q1	$3.08M	Sell	27,065 -32,895	-55%	-$3.81M	0.62%	21
2020 Q4	$7.09M	Buy	59,960 +57,232	+2,098%	+$6.74M	1.5%	16
2020 Q3	$322K	Buy	2,728 +389	+17%	+$46.1K	0.08%	48
2020 Q2	$276K	Sell	2,339 -6,865	-75%	-$804K	0.07%	52
2020 Q1	$1.06M	Buy	+9,204	New	+$1.05M	0.31%	24

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Wealth Partners Group's AGG Position: Q4 2023 in Review

Strategic Wealth Partners Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 1,547 shares — an estimated $145K sold.

Strategic Wealth Partners Group first reported a position in AGG in Q1 2020 and held it in 12 quarters. The position peaked at $14.9M in Q4 2021. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

Strategic Wealth Partners Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Strategic Wealth Partners Group sold 1,547 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $145K.
Strategic Wealth Partners Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 12 quarters.
Strategic Wealth Partners Group's iShares Core US Aggregate Bond ETF position peaked at $14.9M in Q4 2021.
1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on Strategic Wealth Partners Group's 13F filing for Q4 2023, filed 13 Feb 2024.