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

V Wealth 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	$3.07M	Sell	32,660 -4,492	-12%	-$433K	2.46%	8
2023 Q2	$3.64M	Sell	37,152 -2,678	-7%	-$265K	0.61%	31
2023 Q1	$3.97M	Buy	39,830 +6,665	+20%	+$659K	0.74%	24
2022 Q4	$3.22M	Sell	33,165 -12,637	-28%	-$1.22M	0.67%	28
2022 Q3	$4.41M	Buy	45,802 +16,280	+55%	+$1.65M	0.88%	20
2022 Q2	$3M	Sell	29,522 -16,677	-36%	-$1.71M	0.57%	29
2022 Q1	$4.95M	Sell	46,199 -9,214	-17%	-$1.01M	0.79%	19
2021 Q4	$6.32M	Sell	55,413 -7,200	-11%	-$824K	0.93%	17
2021 Q3	$7.19M	Sell	62,613 -524	-0.8%	-$60.7K	1.11%	11
2021 Q2	$7.28M	Sell	63,137 -10,697	-14%	-$1.23M	1.16%	10
2021 Q1	$8.4M	Sell	73,834 -14,143	-16%	-$1.64M	1.54%	7
2020 Q4	$10.4M	Buy	87,977 +51,309	+140%	+$6.04M	2.15%	7
2020 Q3	$4.33M	Sell	36,668 -13,837	-27%	-$1.64M	3%	5
2020 Q2	$5.97M	Buy	50,505 +12,105	+32%	+$1.42M	1.55%	8
2020 Q1	$4.43M	Buy	38,400 +16,502	+75%	+$1.88M	1.39%	11
2019 Q4	$2.48M	Hold	21,898	–	–	0.89%	17
2019 Q3	$2.48M	Buy	21,898 +6,736	+44%	+$757K	0.89%	17
2019 Q2	$1.69M	Buy	15,162 +4,719	+45%	+$516K	0.64%	38
2019 Q1	$1.14M	Buy	+10,443	New	+$1.12M	0.46%	62
2017 Q4	–	Sell	-1,985	Closed	-$218K	–	204
2017 Q3	$218K	Buy	1,985 +1,638	+472%	+$180K	0.11%	170
2017 Q2	$39K	Buy	+347	New	+$37.9K	0.02%	351
2016 Q4	–	Sell	-2,294	Closed	-$257K	–	174
2016 Q3	$257K	Sell	2,294 -5,740	-71%	-$645K	0.21%	135
2016 Q2	$903K	Sell	8,034 -15,378	-66%	-$1.71M	0.74%	48
2016 Q1	$2.59M	Buy	+23,412	New	+$2.56M	2.07%	4

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

V Wealth Advisors's AGG Position: Q3 2023 in Review

V Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q3 2023, selling an estimated $433K and leaving 32,660 shares worth $3.07M. The position accounts for 2.46% of the portfolio, ranked #8.

V Wealth Advisors first reported a position in AGG in Q1 2016 and has held it in 24 quarters since. The position peaked at $10.4M in Q4 2020. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

V Wealth Advisors held 32,660 shares of iShares Core US Aggregate Bond ETF worth $3.07M as of Q3 2023.
V Wealth Advisors sold 4,492 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $433K.
iShares Core US Aggregate Bond ETF made up 2.46% of V Wealth Advisors's portfolio in Q3 2023, its #8 holding.
V Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and has held it in 24 quarters since.
V Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $10.4M in Q4 2020.
1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.