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Verum Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Verum Partners’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
Q1 		– Sell
-5,497
Closed -$533K – 65
2022
Q4 		$533K Buy
+5,497
New +$532K 0.65% 40

Other funds holding AGG

Jones Financial Companies
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Verum Partners's AGG Position: Q1 2023 in Review

Verum Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 5,497 shares — an estimated $533K sold.

Verum Partners first reported a position in AGG in Q4 2022 and held it in 1 quarter. The position peaked at $533K in Q4 2022. 1,614 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

  • Verum Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Verum Partners sold 5,497 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $533K.
  • Verum Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Verum Partners's iShares Core US Aggregate Bond ETF position peaked at $533K in Q4 2022.
  • 1,614 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Verum Partners's 13F filing for Q1 2023, filed 13 Apr 2023.