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Campbell Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Campbell Wealth 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 		$133M Buy
1,371,949
+70,335
+5% +$6.93M 11.96% 2
2024
Q3 		$132M Buy
+1,301,614
New +$130M 11.74% 2
2024
Q2 		– Sell
-1,221,368
Closed -$120M – 51
2024
Q1 		$120M Buy
1,221,368
+528,748
+76% +$51.7M 11.89% 2
2023
Q4 		$68.7M Buy
692,620
+14,470
+2% +$1.38M 8.16% 3
2023
Q3 		$63.8M Buy
678,150
+717
+0.1% +$69.1K 7.76% 2
2023
Q2 		$66.4M Buy
677,433
+62,119
+10% +$6.14M 8.53% 2
2023
Q1 		$61.3M Buy
+615,314
New +$60.8M 7.68% 2
2022
Q4 		– Sell
-8,435
Closed -$813K – 75
2022
Q3 		$813K Sell
8,435
-478,484
-98% -$48.4M 0.12% 27
2022
Q2 		$49.5M Sell
486,919
-205,390
-30% -$21.1M 6.93% 4
2022
Q1 		$74.1M Buy
692,309
+8,507
+1% +$936K 9.02% 3
2021
Q4 		$78M Buy
683,802
+17,891
+3% +$2.05M 8.92% 2
2021
Q3 		$76.5M Sell
665,911
-105,589
-14% -$12.2M 10.24% 2
2021
Q2 		$89M Sell
771,500
-291,399
-27% -$33.4M 12.04% 2
2021
Q1 		$121M Buy
1,062,899
+53,172
+5% +$6.16M 16.6% 2
2020
Q4 		$119M Buy
1,009,727
+55,968
+6% +$6.59M 17.41% 2
2020
Q3 		$113M Buy
953,759
+10,678
+1% +$1.27M 18.41% 2
2020
Q2 		$111M Buy
943,081
+33,096
+4% +$3.87M 19.42% 2
2020
Q1 		$105M Buy
909,985
+209,659
+30% +$23.9M 22.9% 1
2019
Q4 		$78.7M Buy
700,326
+32,507
+5% +$3.66M 15.81% 2
2019
Q3 		$75.6M Sell
667,819
-1,666
-0.2% -$187K 16.8% 2
2019
Q2 		$74.5M Buy
669,485
+44,258
+7% +$4.84M 17.89% 2
2019
Q1 		$68.2M Buy
625,227
+49,585
+9% +$5.32M 18.13% 2
2018
Q4 		$61.3M Buy
+575,642
New +$60.4M 18.92% 2

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

Campbell Wealth Management's AGG Position: Q4 2024 in Review

Campbell Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.4% in Q4 2024, buying an estimated $6.93M and bringing the position to 1,371,949 shares worth $133M. The position accounts for 11.96% of the portfolio, ranked #2.

Campbell Wealth Management first reported a position in AGG in Q4 2018 and has held it in 23 quarters since. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Campbell Wealth Management held 1,371,949 shares of iShares Core US Aggregate Bond ETF worth $133M as of Q4 2024.
  • Campbell Wealth Management bought 70,335 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $6.93M.
  • iShares Core US Aggregate Bond ETF made up 11.96% of Campbell Wealth Management's portfolio in Q4 2024, its #2 holding.
  • Campbell Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.