Argent Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Argent Financial 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 Q3	$655K	Buy	+6,467	New	+$645K	0.08%	186

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

Argent Financial Group's AGG Position: Q3 2024 in Review

Argent Financial Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2024: 6,467 shares worth $655K. The stake represents 0.08% of the portfolio and ranks #186 among its holdings.

1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

Argent Financial Group held 6,467 shares of iShares Core US Aggregate Bond ETF worth $655K as of Q3 2024.
iShares Core US Aggregate Bond ETF was a new Argent Financial Group position in Q3 2024.
iShares Core US Aggregate Bond ETF made up 0.08% of Argent Financial Group's portfolio in Q3 2024, its #186 holding.
1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.