AFS
AGG icon

AFG Fiduciary Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AFG Fiduciary Services’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
-2,598
Closed -$259K – 74
2024
Q3 		$259K Hold
2,598
– – 0.17% 59
2024
Q2 		$255K Buy
2,598
+100
+4% +$9.65K 0.18% 58
2024
Q1 		$242K Buy
2,498
+100
+4% +$9.79K 0.18% 64
2023
Q4 		$236K Buy
+2,398
New +$228K 0.19% 66
2023
Q1 		– Sell
-2,750
Closed -$267K – 77
2022
Q4 		$267K Sell
2,750
-1,051
-28% -$102K 0.25% 59
2022
Q3 		$366K Sell
3,801
-11,285
-75% -$1.14M 0.34% 49
2022
Q2 		$1.53M Sell
15,086
-11,102
-42% -$1.14M 1.33% 20
2022
Q1 		$2.81M Sell
26,188
-10,952
-29% -$1.21M 1.97% 13
2021
Q4 		$4.24M Buy
+37,140
New +$4.25M 2.98% 8

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

AFG Fiduciary Services's AGG Position: Q4 2024 in Review

AFG Fiduciary Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 2,598 shares — an estimated $259K sold.

AFG Fiduciary Services first reported a position in AGG in Q4 2021 and held it in 9 quarters. The position peaked at $4.24M in Q4 2021. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • AFG Fiduciary Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • AFG Fiduciary Services sold 2,598 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $259K.
  • AFG Fiduciary Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 9 quarters.
  • AFG Fiduciary Services's iShares Core US Aggregate Bond ETF position peaked at $4.24M in Q4 2021.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on AFG Fiduciary Services's 13F filing for Q4 2024, filed 17 Jan 2025.