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Vahanian & Associates Financial Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vahanian & Associates Financial Planning’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
Q2 		– Sell
-2,150
Closed -$214K – 53
2023
Q1 		$214K Hold
2,150
– – 0.59% 62
2022
Q4 		$209K Hold
2,150
– – 0.68% 51
2022
Q3 		$207K Buy
+2,150
New +$217K 0.71% 46

Other funds holding AGG

Jones Financial Companies
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
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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Vahanian & Associates Financial Planning's AGG Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 2,150 shares — an estimated $214K sold.

Vahanian & Associates Financial Planning first reported a position in AGG in Q3 2022 and held it in 3 quarters. The position peaked at $214K in Q1 2023. 1,633 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,150 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $214K.
  • Vahanian & Associates Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Vahanian & Associates Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $214K in Q1 2023.
  • 1,633 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.