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Titus Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Titus Wealth Management’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
Q2 		$571K Buy
5,616
+2,679
+91% +$275K 0.29% 59
2022
Q1 		$315K Buy
2,937
+739
+34% +$81.3K 0.14% 114
2021
Q4 		$251K Sell
2,198
-30
-1% -$3.43K 0.11% 136
2021
Q3 		$255K Sell
2,228
-22
-1% -$2.55K 0.13% 128
2021
Q2 		$259K Buy
2,250
+1
+0% +$115 0.14% 123
2021
Q1 		$256K Hold
2,249
– – 0.15% 117
2020
Q4 		$266K Hold
2,249
– – 0.16% 101
2020
Q3 		$266K Buy
2,249
+177
+9% +$21K 0.19% 93
2020
Q2 		$245K Buy
2,072
+22
+1% +$2.58K 0.19% 93
2020
Q1 		$237K Buy
+2,050
New +$234K 0.22% 80

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Titus Wealth Management's AGG Position: Q2 2022 in Review

Titus Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 91% in Q2 2022, buying an estimated $275K and bringing the position to 5,616 shares worth $571K. The position accounts for 0.29% of the portfolio, ranked #59.

Titus Wealth Management first reported a position in AGG in Q1 2020 and has held it in 10 quarters since. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • Titus Wealth Management held 5,616 shares of iShares Core US Aggregate Bond ETF worth $571K as of Q2 2022.
  • Titus Wealth Management bought 2,679 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $275K.
  • iShares Core US Aggregate Bond ETF made up 0.29% of Titus Wealth Management's portfolio in Q2 2022, its #59 holding.
  • Titus Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 10 quarters since.
  • 1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.