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Carmichael Hill & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Carmichael Hill & Associates’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 		$299K Buy
2,953
+1,433
+94% +$143K 0.11% 147
2024
Q2 		$148K Sell
1,520
-127
-8% -$12.3K 0.06% 211
2024
Q1 		$161K Sell
1,647
-50
-3% -$4.89K 0.06% 204
2023
Q4 		$168K Buy
1,697
+105
+7% +$9.99K 0.07% 199
2023
Q3 		$150K Sell
1,592
-137
-8% -$13.2K 0.07% 199
2023
Q2 		$169K Hold
1,729
– – 0.08% 186
2023
Q1 		$172K Buy
1,729
+33
+2% +$3.26K 0.08% 179
2022
Q4 		$164K Buy
1,696
+176
+12% +$17K 0.08% 182
2022
Q3 		$146K Sell
1,520
-147
-9% -$14.9K 0.08% 186
2022
Q2 		$170K Sell
1,667
-28
-2% -$2.88K 0.09% 175
2022
Q1 		$182K Hold
1,695
– – 0.08% 184
2021
Q4 		$193K Buy
1,695
+1,331
+366% +$152K 0.09% 184
2021
Q3 		$42K Buy
364
+34
+10% +$3.94K 0.02% 383
2021
Q2 		$38K Buy
330
+183
+124% +$21K 0.02% 405
2021
Q1 		$17K Hold
147
– – 0.01% 514
2020
Q4 		$17K Hold
147
– – 0.01% 488
2020
Q3 		$17K Hold
147
– – 0.01% 447
2020
Q2 		$17K Buy
147
+38
+35% +$4.45K 0.01% 427
2020
Q1 		$13K Hold
109
– – 0.01% 420
2019
Q4 		$12K Buy
+109
New +$12.3K 0.01% 453

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

Carmichael Hill & Associates's AGG Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 94% in Q3 2024, buying an estimated $143K and bringing the position to 2,953 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #147.

Carmichael Hill & Associates first reported a position in AGG in Q4 2019 and has held it in 20 quarters since. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Carmichael Hill & Associates held 2,953 shares of iShares Core US Aggregate Bond ETF worth $299K as of Q3 2024.
  • Carmichael Hill & Associates bought 1,433 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $143K.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Carmichael Hill & Associates's portfolio in Q3 2024, its #147 holding.
  • Carmichael Hill & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.