Baldwin Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-342	Closed	-$34.6K	–	251
2024 Q3	$34.6K	Sell	342 -11	-3%	-$1.1K	﹤0.01%	611
2024 Q2	$34.3K	Buy	353 +28	+9%	+$2.7K	﹤0.01%	401
2024 Q1	$31.8K	Hold	325	–	–	﹤0.01%	431
2023 Q4	$32.3K	Hold	325	–	–	﹤0.01%	435
2023 Q3	$30.6K	Hold	325	–	–	﹤0.01%	462
2023 Q2	$31.8K	Hold	325	–	–	﹤0.01%	477
2023 Q1	$32.4K	Sell	325 -72	-18%	-$7.12K	﹤0.01%	479
2022 Q4	$38.5K	Buy	397 +325	+451%	+$31.4K	﹤0.01%	450
2022 Q3	$7K	Hold	72	–	–	﹤0.01%	537
2022 Q2	$7K	Buy	+72	New	+$7.4K	﹤0.01%	560
2022 Q1	–	Sell	-121	Closed	-$14K	–	664
2021 Q4	$14K	Hold	121	–	–	﹤0.01%	477
2021 Q3	$14K	Sell	121 -181	-60%	-$21K	﹤0.01%	482
2021 Q2	$35K	Hold	302	–	–	﹤0.01%	397
2021 Q1	$34K	Buy	+302	New	+$35K	﹤0.01%	385

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

BlackRock New York $5.72T AUM 30.48% 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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Baldwin Wealth Partners's AGG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 342 shares — an estimated $34.6K sold.

Baldwin Wealth Partners first reported a position in AGG in Q1 2021 and held it in 14 quarters. The position peaked at $38.5K in Q4 2022. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 342 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $34.6K.
Baldwin Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 14 quarters.
Baldwin Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $38.5K in Q4 2022.
1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.