Wealthstar Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealthstar Advisors’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 Q2	–	Sell	-3,832	Closed	-$375K	–	31
2024 Q1	$375K	Sell	3,832 -225	-6%	-$22K	0.13%	93
2023 Q4	$403K	Sell	4,057 -220	-5%	-$20.9K	0.06%	88
2023 Q3	$402K	Sell	4,277 -200	-4%	-$19.3K	0.15%	69
2023 Q2	$439K	Hold	4,477	–	–	0.18%	52
2023 Q1	$446K	Sell	4,477 -90	-2%	-$8.89K	0.17%	54
2022 Q4	$443K	Hold	4,567	–	–	0.2%	54
2022 Q3	$440K	Hold	4,567	–	–	0.21%	53
2022 Q2	$460K	Hold	4,567	–	–	0.18%	59
2022 Q1	$487K	Hold	4,567	–	–	0.18%	62
2021 Q4	$519K	Hold	4,567	–	–	0.18%	50
2021 Q3	$520K	Sell	4,567 -120	-3%	-$13.9K	0.16%	49
2021 Q2	$539K	Buy	+4,687	New	+$537K	0.17%	52
2020 Q1	$375K	Sell	3,285 -45	-1%	-$5.13K	0.26%	33
2019 Q4	$370K	Sell	3,330 -20	-0.6%	-$2.25K	0.23%	39
2019 Q3	$378K	Sell	3,350 -155	-4%	-$17.4K	0.21%	34
2019 Q2	$388K	Sell	3,505 -165	-4%	-$18K	0.23%	31
2019 Q1	$399K	Buy	+3,670	New	+$394K	0.24%	30

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Wealthstar Advisors's AGG Position: Q2 2024 in Review

Wealthstar Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2024, closing a stake of 3,832 shares — an estimated $375K sold.

Wealthstar Advisors first reported a position in AGG in Q1 2019 and held it in 17 quarters. The position peaked at $539K in Q2 2021. 1,771 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

Wealthstar Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Wealthstar Advisors sold 3,832 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $375K.
Wealthstar Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and held it in 17 quarters.
Wealthstar Advisors's iShares Core US Aggregate Bond ETF position peaked at $539K in Q2 2021.
1,771 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.