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

Wealth Advisors of Iowa’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 Q1	–	Sell	-9,535	Closed	-$946K	–	64
2023 Q4	$946K	Buy	+9,535	New	+$907K	0.64%	21
2023 Q1	–	Sell	-7,664	Closed	-$743K	–	58
2022 Q4	$743K	Buy	+7,664	New	+$741K	0.61%	19
2021 Q2	–	Sell	-3,563	Closed	-$406K	–	55
2021 Q1	$406K	Sell	3,563 -1,027	-22%	-$119K	0.23%	32
2020 Q4	$543K	Sell	4,590 -383	-8%	-$45.1K	0.34%	25
2020 Q3	$571K	Sell	4,973 -24,867	-83%	-$2.95M	0.39%	16
2020 Q2	$3.53M	Buy	29,840 +2,802	+10%	+$328K	2.66%	8
2020 Q1	$3.12M	Buy	+27,038	New	+$3.08M	2.47%	5

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

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

Wealth Advisors of Iowa's AGG Position: Q1 2024 in Review

Wealth Advisors of Iowa sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 9,535 shares — an estimated $946K sold.

Wealth Advisors of Iowa first reported a position in AGG in Q1 2020 and held it in 7 quarters. The position peaked at $3.53M in Q2 2020. 1,743 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Wealth Advisors of Iowa reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Wealth Advisors of Iowa sold 9,535 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $946K.
Wealth Advisors of Iowa first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and held it in 7 quarters.
Wealth Advisors of Iowa's iShares Core US Aggregate Bond ETF position peaked at $3.53M in Q2 2020.
1,743 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2024, filed 7 May 2024.