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

US Financial 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
2022
Q4 		– Sell
-2,243
Closed -$216K – 72
2022
Q3 		$216K Sell
2,243
-153
-6% -$15.5K 0.12% 58
2022
Q2 		$244K Sell
2,396
-7,845
-77% -$806K 0.14% 48
2022
Q1 		$1.1M Sell
10,241
-473
-4% -$52.1K 0.53% 24
2021
Q4 		$1.22M Buy
10,714
+1,320
+14% +$151K 0.56% 24
2021
Q3 		$1.08M Sell
9,394
-4,922
-34% -$571K 0.53% 25
2021
Q2 		$1.65M Sell
14,316
-118,258
-89% -$13.5M 0.81% 23
2021
Q1 		$15.1M Buy
132,574
+13,287
+11% +$1.54M 4.19% 6
2020
Q4 		$14.1M Buy
+119,287
New +$14.1M 4.25% 7
2016
Q2 		– Sell
-1,237
Closed -$137K – 58
2016
Q1 		$137K Buy
1,237
+475
+62% +$52K 0.24% 54
2015
Q4 		$82K Buy
762
+374
+96% +$40.7K 0.08% 105
2015
Q3 		$43K Buy
388
+323
+497% +$35.2K 0.07% 118
2015
Q2 		$7K Hold
65
– – 0.01% 253
2015
Q1 		$7K Hold
65
– – 0.01% 286
2014
Q4 		$7K Buy
+65
New +$7.15K 0.01% 264

Other funds holding AGG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

US Financial Advisors's AGG Position: Q4 2022 in Review

US Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 2,243 shares — an estimated $216K sold.

US Financial Advisors first reported a position in AGG in Q4 2014 and held it in 14 quarters. The position peaked at $15.1M in Q1 2021. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • US Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • US Financial Advisors sold 2,243 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $216K.
  • US Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 14 quarters.
  • US Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $15.1M in Q1 2021.
  • 1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on US Financial Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.