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Autumn Glory Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Autumn Glory Partners’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
Q2 		– Sell
-2,903
Closed -$284K – 172
2024
Q1 		$284K Hold
2,903
– – 0.14% 129
2023
Q4 		$287K Buy
+2,903
New +$276K 0.16% 124
2023
Q2 		– Sell
-2,479
Closed -$247K – 137
2023
Q1 		$247K Hold
2,479
– – 0.21% 109
2022
Q4 		$240K Hold
2,479
– – 0.13% 142
2022
Q3 		$239K Hold
2,479
– – 0.16% 126
2022
Q2 		$252K Sell
2,479
-664
-21% -$68.2K 0.19% 117
2022
Q1 		$337K Sell
3,143
-9
-0.3% -$990 0.2% 115
2021
Q4 		$360K Buy
+3,152
New +$361K 0.15% 141

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Autumn Glory Partners's AGG Position: Q2 2024 in Review

Autumn Glory Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2024, closing a stake of 2,903 shares — an estimated $284K sold.

Autumn Glory Partners first reported a position in AGG in Q4 2021 and held it in 8 quarters. The position peaked at $360K in Q4 2021. 1,771 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

  • Autumn Glory Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Autumn Glory Partners sold 2,903 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $284K.
  • Autumn Glory Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 8 quarters.
  • Autumn Glory Partners's iShares Core US Aggregate Bond ETF position peaked at $360K in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Autumn Glory Partners's 13F filing for Q2 2024, filed 1 Aug 2024.