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

Sutton Wealth 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
2023 Q3	$4.58K	Buy	49 +1	+2%	+$96	﹤0.01%	601
2023 Q2	$4.73K	Hold	48	–	–	﹤0.01%	579
2023 Q1	$4.77K	Hold	48	–	–	﹤0.01%	530
2022 Q4	$4.62K	Buy	48 +1	+2%	+$97	﹤0.01%	1111
2022 Q3	$4.55K	Hold	47	–	–	﹤0.01%	1089
2022 Q2	$4.78K	Sell	47 -58	-55%	-$5.96K	﹤0.01%	1069
2022 Q1	$11.2K	Buy	105 +1	+1%	+$110	﹤0.01%	902
2021 Q4	$11.9K	Sell	104 -111	-52%	-$12.7K	﹤0.01%	879
2021 Q3	$24.6K	Buy	+215	New	+$24.9K	0.01%	631
2021 Q2	–	Sell	-95	Closed	-$10.8K	–	1284
2021 Q1	$10.8K	Hold	95	–	–	﹤0.01%	857
2020 Q4	$11.2K	Hold	95	–	–	﹤0.01%	778
2020 Q3	$11.2K	Buy	+95	New	+$11.3K	0.01%	704

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's AGG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.1% in Q3 2023, buying an estimated $96 and bringing the position to 49 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Sutton Wealth Advisors first reported a position in AGG in Q3 2020 and has held it in 12 quarters since. The position peaked at $24.6K in Q3 2021. 1,603 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

Sutton Wealth Advisors held 49 shares of iShares Core US Aggregate Bond ETF worth $4.58K as of Q3 2023.
Sutton Wealth Advisors bought 1 iShares Core US Aggregate Bond ETF share in Q3 2023, an estimated $96.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #601 holding.
Sutton Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 12 quarters since.
Sutton Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $24.6K in Q3 2021.
1,603 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.