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

Tiedemann 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	$1.05M	Buy	11,144 +311	+3%	+$30K	0.04%	118
2023 Q2	$1.06M	Sell	10,833 -657	-6%	-$64.9K	0.05%	111
2023 Q1	$1.14M	Hold	11,490	–	–	0.05%	105
2022 Q4	$1.11M	Hold	11,490	–	–	0.05%	110
2022 Q3	$1.11M	Buy	+11,490	New	+$1.16M	0.07%	105
2017 Q1	–	Sell	-807	Closed	-$87K	–	392
2016 Q4	$87K	Sell	807 -17,792	-96%	-$1.95M	0.01%	313
2016 Q3	$2.08M	Buy	18,599 +770	+4%	+$86.6K	0.43%	27
2016 Q2	$2.01M	Buy	17,829 +8,687	+95%	+$965K	1.93%	16
2016 Q1	$1.01M	Sell	9,142 -845	-8%	-$92.5K	0.8%	29
2015 Q4	$1.08M	Buy	+9,987	New	+$1.09M	0.42%	30

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

Tiedemann Advisors's AGG Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q3 2023, buying an estimated $30K and bringing the position to 11,144 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #118.

Tiedemann Advisors first reported a position in AGG in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.08M in Q3 2016. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

Tiedemann Advisors held 11,144 shares of iShares Core US Aggregate Bond ETF worth $1.05M as of Q3 2023.
Tiedemann Advisors bought 311 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $30K.
iShares Core US Aggregate Bond ETF made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #118 holding.
Tiedemann Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 10 quarters since.
Tiedemann Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.08M in Q3 2016.
1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.