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Aspire Private Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Aspire Private Capital’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
-19
Closed -$1.94K – 177
2024
Q3 		$1.94K Buy
+19
New +$1.9K ﹤0.01% 548
2024
Q2 		– Sell
-160
Closed -$15.7K – 694
2024
Q1 		$15.7K Buy
+160
New +$15.7K ﹤0.01% 348
2022
Q1 		– Sell
-55
Closed -$6K – 596
2021
Q4 		$6K Buy
+55
New +$6.29K ﹤0.01% 385
2021
Q3 		– Sell
-171
Closed -$20K – 587
2021
Q2 		$20K Buy
171
+33
+24% +$3.78K 0.01% 274
2021
Q1 		$16K Buy
+138
New +$16K 0.01% 287
2020
Q3 		– Sell
-678
Closed -$80K – 460
2020
Q2 		$80K Buy
+678
New +$79.4K 0.04% 153
2019
Q2 		– Sell
-493
Closed -$54K – 522
2019
Q1 		$54K Buy
493
+88
+22% +$9.44K 0.03% 226
2018
Q4 		$43K Buy
+405
New +$42.5K 0.02% 225

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

Aspire Private Capital's AGG Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 19 shares — an estimated $1.94K sold.

Aspire Private Capital first reported a position in AGG in Q4 2018 and held it in 8 quarters. The position peaked at $80K in Q2 2020. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Aspire Private Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 19 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $1.94K.
  • Aspire Private Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 8 quarters.
  • Aspire Private Capital's iShares Core US Aggregate Bond ETF position peaked at $80K in Q2 2020.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.