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Altus Wealth Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Altus Wealth Group’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
-2,088
Closed -$211K – 144
2024
Q3 		$211K Sell
2,088
-80
-4% -$7.98K 0.09% 132
2024
Q2 		$210K Sell
2,168
-4,255
-66% -$411K 0.11% 123
2024
Q1 		$629K Sell
6,423
-17,275
-73% -$1.69M 0.32% 73
2023
Q4 		$2.35M Sell
23,698
-30
-0.1% -$2.85K 1.3% 17
2023
Q3 		$2.23M Buy
23,728
+3,168
+15% +$305K 1.42% 17
2023
Q2 		$2.01M Buy
20,560
+4,430
+27% +$438K 1.24% 18
2023
Q1 		$1.61M Buy
16,130
+853
+6% +$84.3K 1.08% 22
2022
Q4 		$1.48M Buy
+15,277
New +$1.48M 1.13% 19

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

Altus Wealth Group's AGG Position: Q4 2024 in Review

Altus Wealth Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 2,088 shares — an estimated $211K sold.

Altus Wealth Group first reported a position in AGG in Q4 2022 and held it in 8 quarters. The position peaked at $2.35M in Q4 2023. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Altus Wealth Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Altus Wealth Group sold 2,088 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $211K.
  • Altus Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Altus Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $2.35M in Q4 2023.
  • 1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Altus Wealth Group's 13F filing for Q4 2024, filed 10 Feb 2025.