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Boston Financial Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Boston Financial 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
Q4 		$399K Sell
4,121
-830
-17% -$81.7K 0.01% 259
2024
Q3 		$501K Sell
4,951
-17
-0.3% -$1.7K 0.01% 238
2024
Q2 		$482K Sell
4,968
-99
-2% -$9.56K 0.02% 240
2024
Q1 		$496K Sell
5,067
-19
-0.4% -$1.86K 0.02% 249
2023
Q4 		$505K Buy
5,086
+455
+10% +$43.3K 0.02% 240
2023
Q3 		$436K Sell
4,631
-734
-14% -$70.7K 0.02% 233
2023
Q2 		$526K Sell
5,365
-454
-8% -$44.9K 0.02% 231
2023
Q1 		$580K Sell
5,819
-1,440
-20% -$142K 0.02% 216
2022
Q4 		$704K Sell
7,259
-3,701
-34% -$358K 0.03% 205
2022
Q3 		$1.06M Sell
10,960
-36,046
-77% -$3.65M 0.05% 166
2022
Q2 		$4.78M Buy
47,006
+14,299
+44% +$1.47M 0.21% 84
2022
Q1 		$3.5M Buy
+32,707
New +$3.6M 0.13% 99
2021
Q3 		– Sell
-2,838
Closed -$327K – 257
2021
Q2 		$327K Buy
+2,838
New +$325K 0.01% 210
2020
Q3 		– Sell
-1,069
Closed -$126K – 236
2020
Q2 		$126K Sell
1,069
-100
-9% -$11.7K 0.01% 267
2020
Q1 		$135K Buy
+1,169
New +$133K 0.01% 253
2017
Q3 		– Sell
-24,721
Closed -$2.71M – 263
2017
Q2 		$2.71M Sell
24,721
-1,198
-5% -$131K 0.19% 129
2017
Q1 		$2.81M Sell
25,919
-960
-4% -$104K 0.21% 131
2016
Q4 		$2.9M Sell
26,879
-115
-0.4% -$12.6K 0.23% 133
2016
Q3 		$3.04M Sell
26,994
-579
-2% -$65.1K 0.25% 129
2016
Q2 		$3.1M Buy
+27,573
New +$3.06M 0.25% 130

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

Boston Financial Management's AGG Position: Q4 2024 in Review

Boston Financial Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q4 2024, selling an estimated $81.7K and leaving 4,121 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #259.

Boston Financial Management first reported a position in AGG in Q2 2016 and has held it in 20 quarters since. The position peaked at $4.78M in Q2 2022. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Boston Financial Management held 4,121 shares of iShares Core US Aggregate Bond ETF worth $399K as of Q4 2024.
  • Boston Financial Management sold 830 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $81.7K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #259 holding.
  • Boston Financial Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2016 and has held it in 20 quarters since.
  • Boston Financial Management's iShares Core US Aggregate Bond ETF position peaked at $4.78M in Q2 2022.
  • 1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.