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Thrive Capital Management (Pennsylvania)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Thrive Capital Management (Pennsylvania)’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
-3,375
Closed -$325K – 114
2022
Q3 		$325K Buy
+3,375
New +$341K 0.22% 78

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Thrive Capital Management (Pennsylvania)'s AGG Position: Q4 2022 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 3,375 shares — an estimated $325K sold.

Thrive Capital Management (Pennsylvania) first reported a position in AGG in Q3 2022 and held it in 1 quarter. The position peaked at $325K in Q3 2022. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Thrive Capital Management (Pennsylvania) reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 3,375 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $325K.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Thrive Capital Management (Pennsylvania)'s iShares Core US Aggregate Bond ETF position peaked at $325K in Q3 2022.
  • 1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q4 2022, filed 19 Jan 2023.