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

Adapt Wealth 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
Q4 		– Sell
-3,779
Closed -$383K – 71
2024
Q3 		$383K Sell
3,779
-3,879
-51% -$387K 0.2% 48
2024
Q2 		$743K Sell
7,658
-1,379
-15% -$133K 0.47% 34
2024
Q1 		$885K Buy
+9,037
New +$884K 0.63% 26

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Adapt Wealth Advisors's AGG Position: Q4 2024 in Review

Adapt Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 3,779 shares — an estimated $383K sold.

Adapt Wealth Advisors first reported a position in AGG in Q1 2024 and held it in 3 quarters. The position peaked at $885K in Q1 2024. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Adapt Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Adapt Wealth Advisors sold 3,779 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $383K.
  • Adapt Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Adapt Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $885K in Q1 2024.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Adapt Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.