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BancFirst Trust & Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BancFirst Trust & Investment Management’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 		– Sell
-2,247
Closed -$219K – 55
2024
Q2 		$219K Buy
+2,247
New +$217K 0.1% 53
2022
Q4 		– Sell
-2,997
Closed -$289K – 45
2022
Q3 		$289K Buy
+2,997
New +$303K 0.17% 32

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BancFirst Trust & Investment Management's AGG Position: Q3 2024 in Review

BancFirst Trust & Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 2,247 shares — an estimated $219K sold.

BancFirst Trust & Investment Management first reported a position in AGG in Q3 2022 and held it in 2 quarters. The position peaked at $289K in Q3 2022. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • BancFirst Trust & Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • BancFirst Trust & Investment Management sold 2,247 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $219K.
  • BancFirst Trust & Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 2 quarters.
  • BancFirst Trust & Investment Management's iShares Core US Aggregate Bond ETF position peaked at $289K in Q3 2022.
  • 1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on BancFirst Trust & Investment Management's 13F filing for Q3 2024, filed 1 Oct 2024.