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

Wealth CMT’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
2022
Q4 		– Sell
-9,702
Closed -$935K – 30
2022
Q3 		$935K Buy
+9,702
New +$981K 0.56% 23

Other funds holding AGG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealth CMT's AGG Position: Q4 2022 in Review

Wealth CMT sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 9,702 shares — an estimated $935K sold.

Wealth CMT first reported a position in AGG in Q3 2022 and held it in 1 quarter. The position peaked at $935K in Q3 2022. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

  • Wealth CMT reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Wealth CMT sold 9,702 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $935K.
  • Wealth CMT first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Wealth CMT's iShares Core US Aggregate Bond ETF position peaked at $935K in Q3 2022.
  • 1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on Wealth CMT's 13F filing for Q4 2022, filed 13 Jan 2023.