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

YHB Investment 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
2022 Q4	–	Sell	-9,508	Closed	-$916K	–	283
2022 Q3	$916K	Sell	9,508 -737	-7%	-$74.5K	0.1%	147
2022 Q2	$1.04M	Sell	10,245 -3,434	-25%	-$353K	0.11%	143
2022 Q1	$1.47M	Sell	13,679 -6,683	-33%	-$735K	0.13%	137
2021 Q4	$2.32M	Sell	20,362 -16,942	-45%	-$1.94M	0.18%	117
2021 Q3	$4.28M	Sell	37,304 -29,289	-44%	-$3.39M	0.37%	71
2021 Q2	$7.68M	Sell	66,593 -25,099	-27%	-$2.88M	0.65%	43
2021 Q1	$10.5M	Buy	91,692 +43,397	+90%	+$5.03M	0.91%	31
2020 Q4	$5.71M	Buy	48,295 +11,877	+33%	+$1.4M	0.54%	52
2020 Q3	$4.3M	Buy	+36,418	New	+$4.32M	0.47%	61

Other funds holding AGG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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

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

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

YHB Investment Advisors's AGG Position: Q4 2022 in Review

YHB Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2022, closing a stake of 9,508 shares — an estimated $916K sold.

YHB Investment Advisors first reported a position in AGG in Q3 2020 and held it in 9 quarters. The position peaked at $10.5M in Q1 2021. 1,623 funds tracked by Wall St. Rank hold AGG as of Q4 2022.

YHB Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
YHB Investment Advisors sold 9,508 iShares Core US Aggregate Bond ETF shares in Q4 2022, an estimated $916K.
YHB Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 9 quarters.
YHB Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $10.5M in Q1 2021.
1,623 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2022.

Based on YHB Investment Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.