Wealth Enhancement & Preservation of GA’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealth Enhancement & Preservation of GA’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	$3.58M	Buy	36,593 +712	+2%	+$70.4K	3.44%	7
2023 Q1	$3.58M	Buy	35,881 +33,629	+1,493%	+$3.32M	4.28%	8
2022 Q4	$218K	Sell	2,252 -424	-16%	-$41K	0.36%	44
2022 Q3	$258K	Buy	+2,676	New	+$271K	0.41%	48
2021 Q2	–	Sell	-24,409	Closed	-$2.79M	–	53
2021 Q1	$2.79M	Buy	24,409 +335	+1%	+$38.8K	2.15%	12
2020 Q4	$2.85M	Sell	24,074 -15,909	-40%	-$1.87M	2.46%	11
2020 Q3	$4.72M	Buy	39,983 +16,386	+69%	+$1.94M	4.87%	8
2020 Q2	$2.78M	Buy	+23,597	New	+$2.76M	3.45%	8

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Wealth Enhancement & Preservation of GA's AGG Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2% in Q2 2023, buying an estimated $70.4K and bringing the position to 36,593 shares worth $3.58M. The position accounts for 3.44% of the portfolio, ranked #7.

Wealth Enhancement & Preservation of GA first reported a position in AGG in Q2 2020 and has held it in 8 quarters since. The position peaked at $4.72M in Q3 2020. 1,634 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

Wealth Enhancement & Preservation of GA held 36,593 shares of iShares Core US Aggregate Bond ETF worth $3.58M as of Q2 2023.
Wealth Enhancement & Preservation of GA bought 712 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $70.4K.
iShares Core US Aggregate Bond ETF made up 3.44% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #7 holding.
Wealth Enhancement & Preservation of GA first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 8 quarters since.
Wealth Enhancement & Preservation of GA's iShares Core US Aggregate Bond ETF position peaked at $4.72M in Q3 2020.
1,634 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.