Form 13-F position report

ISHARES CORE U.S. AGGREGATE BO

Reported by Measured Wealth Private Client Group LLC

ETF profile Manager portfolio Source filing
AGG CUSIP 464287226 Manager CIK 0001720235
Latest reported change

Reported 70,296 shares, down 3,448 (4.7%) from the prior quarter.

Reported value -2.1%; share count -4.7% vs. the prior quarter.

Reduced
% of reported 13F value 2.7% This manager · Q1 2023
Shares 70,296 Quarter-end amount reported
Reported value $7,004,316 Fair value at quarter end
Consecutive quarters held 3 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 26,494 -1,687 (-6.0%) 0.63% $2,622,384 2026-08-10
Q1 2026 Reduced 28,181 -839 (-2.9%) 0.76% $2,797,526 2026-05-13
Q4 2025 Added 29,020 +4,171 (16.8%) 0.77% $2,898,554 2026-02-10
Q3 2025 Reduced 24,849 -275 (-1.1%) 0.67% $2,491,105 2025-11-14
Q2 2025 Added 25,124 +130 (0.5%) 0.75% $2,492,347 2025-08-13
Q1 2025 Added 24,994 +794 (3.3%) 0.79% $2,472,380 2025-05-12
Q4 2024 Added 24,200 +698 (3.0%) 0.76% $2,344,942 2025-01-27
Q3 2024 Added 23,502 +37 (0.2%) 0.8% $2,380,072 2024-10-28
Q2 2024 Reduced 23,465 -30,414 (-56.4%) 0.8% $2,277,711 2024-08-12
Q1 2024 Reduced 53,879 -2,177 (-3.9%) 1.84% $5,276,924 2024-04-18
Q4 2023 Reduced 56,056 -5,264 (-8.6%) 2.05% $5,563,602 2024-02-06
Q3 2023 Reduced 61,320 -5,447 (-8.2%) 2.32% $5,766,503 2023-10-18
Q2 2023 Reduced 66,767 -3,529 (-5.0%) 2.48% $6,539,796 2023-07-20
Q1 2023 Reduced 70,296 -3,448 (-4.7%) 2.7% $7,004,316 2023-05-01
Q4 2022 Reduced 73,744 -31,553 (-30.0%) 2.94% $7,152,418 2023-01-23
Q3 2022 New 105,297 +105,297 (0.0%) 4.48% $10,144,000 2022-10-27
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Institutional context

Who else reported the position

1747 managers reported ISHARES CORE U.S. AGGREGATE BO for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
JONES FINANCIAL COMPANIES LLLP Added 83,962,032 +1,793,268 13.75% $8,365,976,852 40 qtrs
WELLS FARGO & COMPANY MN Added 53,196,525 +167,492 1.53% $5,300,501,837 40 qtrs
RAYMOND JAMES & ASSOCIATES Added 51,098,057 +4,178,414 4.42% $5,091,410,262 40 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 41,245,264 +6,466,535 1.97% $4,109,678,138 40 qtrs
Bank of America Corporation Added 40,925,485 +901,021 0.42% $4,077,815,284 40 qtrs
BlackRock Inc Reduced 40,238,526 -3,056,713 0.12% $4,009,366,660 40 qtrs
MORGAN STANLEY Added 26,013,184 +4,058,353 0.28% $2,591,953,878 40 qtrs
US BANCORP DE Added 21,776,403 +5,226,719 3.67% $2,169,800,796 40 qtrs
The Goldman Sachs Group Inc Reduced 18,361,799 -308,482 0.42% $1,829,569,704 40 qtrs
TD AMERITRADE INVESTMENT MANAGEMENT LLC Reduced 15,537,053 -913,570 15.88% $1,548,111,000 26 qtrs
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Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 01, 2023
Filing type
13F-HR
Position type
CORE US AGGBD ET

Voting authority reported

Sole
0
Shared
0
None
70,296

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.