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

Three Bridge 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 Q4	–	Sell	-2,387	Closed	-$224K	–	95
2023 Q3	$224K	Sell	2,387 -1,488	-38%	-$143K	0.09%	81
2023 Q2	$380K	Buy	3,875 +25	+0.6%	+$2.47K	0.16%	66
2023 Q1	$384K	Sell	3,850 -367	-9%	-$36.3K	0.18%	60
2022 Q4	$409K	Sell	4,217 -218	-5%	-$21.1K	0.22%	56
2022 Q3	$427K	Buy	4,435 +90	+2%	+$9.1K	0.22%	58
2022 Q2	$442K	Buy	4,345 +1,933	+80%	+$199K	0.22%	59
2022 Q1	$258K	Buy	+2,412	New	+$265K	0.07%	79

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

Three Bridge Wealth Advisors's AGG Position: Q4 2023 in Review

Three Bridge Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 2,387 shares — an estimated $224K sold.

Three Bridge Wealth Advisors first reported a position in AGG in Q1 2022 and held it in 7 quarters. The position peaked at $442K in Q2 2022. 1,762 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

Three Bridge Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Three Bridge Wealth Advisors sold 2,387 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $224K.
Three Bridge Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 7 quarters.
Three Bridge Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $442K in Q2 2022.
1,762 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on Three Bridge Wealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.