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Agilis Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Agilis Partners’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 		$1.4M Hold
14,473
– – 0.42% 22
2024
Q3 		$1.47M Sell
14,473
-596
-4% -$59.5K 0.41% 22
2024
Q2 		$1.46M Sell
15,069
-304
-2% -$29.3K 0.45% 21
2024
Q1 		$1.51M Hold
15,373
– – 0.38% 21
2023
Q4 		$1.53M Buy
+15,373
New +$1.46M 0.4% 22

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

Agilis Partners's AGG Position: Q4 2024 in Review

Agilis Partners held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q4 2024 at 14,473 shares worth $1.4M. The position accounts for 0.42% of the portfolio, ranked #22.

Agilis Partners first reported a position in AGG in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.53M in Q4 2023. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Agilis Partners held 14,473 shares of iShares Core US Aggregate Bond ETF worth $1.4M as of Q4 2024.
  • Agilis Partners left its iShares Core US Aggregate Bond ETF share count unchanged in Q4 2024.
  • iShares Core US Aggregate Bond ETF made up 0.42% of Agilis Partners's portfolio in Q4 2024, its #22 holding.
  • Agilis Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Agilis Partners's iShares Core US Aggregate Bond ETF position peaked at $1.53M in Q4 2023.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Agilis Partners's 13F filing for Q4 2024, filed 30 Jan 2025.