All Season Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

All Season Financial 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	$2.46M	Sell	24,255 -7,189	-23%	-$717K	2.09%	14
2024 Q2	$3.05M	Buy	+31,444	New	+$3.04M	2.77%	12
2023 Q3	–	Sell	-9,625	Closed	-$943K	–	87
2023 Q2	$943K	Buy	9,625 +169	+2%	+$16.7K	0.85%	28
2023 Q1	$942K	Buy	9,456 +261	+3%	+$25.8K	0.85%	25
2022 Q4	$892K	Buy	+9,195	New	+$889K	0.79%	30
2022 Q3	–	Sell	-18,792	Closed	-$1.91M	–	100
2022 Q2	$1.91M	Buy	18,792 +5,538	+42%	+$569K	1.63%	18
2022 Q1	$1.42M	Sell	13,254 -772	-6%	-$85K	1.01%	26
2021 Q4	$1.6M	Buy	14,026 +1,544	+12%	+$177K	1.11%	23
2021 Q3	$1.43M	Buy	12,482 +3,547	+40%	+$411K	1.15%	24
2021 Q2	$1.03M	Buy	+8,935	New	+$1.02M	0.74%	32

Other funds holding AGG

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

All Season Financial Advisors's AGG Position: Q3 2024 in Review

All Season Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 23% in Q3 2024, selling an estimated $717K and leaving 24,255 shares worth $2.46M. The position accounts for 2.09% of the portfolio, ranked #14.

All Season Financial Advisors first reported a position in AGG in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.05M in Q2 2024. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

All Season Financial Advisors held 24,255 shares of iShares Core US Aggregate Bond ETF worth $2.46M as of Q3 2024.
All Season Financial Advisors sold 7,189 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $717K.
iShares Core US Aggregate Bond ETF made up 2.09% of All Season Financial Advisors's portfolio in Q3 2024, its #14 holding.
All Season Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 10 quarters since.
All Season Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.05M in Q2 2024.
1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.