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

Alaska 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
Q3 		– Sell
-424
Closed -$41.2K – 114
2024
Q2 		$41.2K Sell
424
-27
-6% -$2.61K 0.01% 91
2024
Q1 		$44.2K Buy
451
+27
+6% +$2.64K 0.01% 87
2023
Q4 		$42.1K Buy
+424
New +$40.4K 0.01% 89
2023
Q2 		– Sell
-1
Closed -$56 – 122
2023
Q1 		$56 Buy
+1
New +$99 ﹤0.01% 104

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Alaska Wealth Advisors's AGG Position: Q3 2024 in Review

Alaska Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 424 shares — an estimated $41.2K sold.

Alaska Wealth Advisors first reported a position in AGG in Q1 2023 and held it in 4 quarters. The position peaked at $44.2K in Q1 2024. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Alaska Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Alaska Wealth Advisors sold 424 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $41.2K.
  • Alaska Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Alaska Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $44.2K in Q1 2024.
  • 1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Alaska Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.