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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,569
Closed -$382K 104
2022
Q1
$382K Buy
3,569
+321
+10% +$35.3K 0.15% 93
2021
Q4
$371K Buy
3,248
+29
+0.9% +$3.32K 0.14% 98
2021
Q3
$370K Buy
3,219
+510
+19% +$59.1K 0.14% 100
2021
Q2
$312K Buy
+2,709
New +$310K 0.13% 106

Other funds holding AGG

WT Wealth Management's AGG Position: Q2 2022 in Review

WT Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2022, closing a stake of 3,569 shares — an estimated $382K sold.

WT Wealth Management first reported a position in AGG in Q2 2021 and held it in 4 quarters. The position peaked at $382K in Q1 2022. 1,532 funds tracked by Wall St. Rank hold AGG as of Q2 2022.

  • WT Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WT Wealth Management sold 3,569 iShares Core US Aggregate Bond ETF shares in Q2 2022, an estimated $382K.
  • WT Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 4 quarters.
  • WT Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $382K in Q1 2022.
  • 1,532 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.