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

USAdvisors 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
2024 Q3	–	Sell	-3,414	Closed	-$331K	–	130
2024 Q2	$331K	Sell	3,414 -199	-6%	-$19.2K	0.12%	95
2024 Q1	$354K	Sell	3,613 -3,398	-48%	-$333K	0.13%	101
2023 Q4	$695K	Sell	7,011 -3,728	-35%	-$355K	0.29%	70
2023 Q3	$1.01M	Sell	10,739 -1,288	-11%	-$124K	0.45%	55
2023 Q2	$1.18M	Sell	12,027 -488	-4%	-$48.2K	0.56%	48
2023 Q1	$1.25M	Sell	12,515 -850	-6%	-$84K	0.59%	48
2022 Q4	$1.3M	Sell	13,365 -2,382	-15%	-$230K	0.63%	42
2022 Q3	$1.52M	Buy	+15,747	New	+$1.59M	0.78%	32
2020 Q1	–	Sell	-5,292	Closed	-$595K	–	69
2019 Q4	$595K	Buy	+5,292	New	+$596K	0.31%	42

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

USAdvisors Wealth Management's AGG Position: Q3 2024 in Review

USAdvisors Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 3,414 shares — an estimated $331K sold.

USAdvisors Wealth Management first reported a position in AGG in Q4 2019 and held it in 9 quarters. The position peaked at $1.52M in Q3 2022. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

USAdvisors Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
USAdvisors Wealth Management sold 3,414 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $331K.
USAdvisors Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 9 quarters.
USAdvisors Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.52M in Q3 2022.
1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on USAdvisors Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.