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

CIC Wealth’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 		$827K Buy
8,170
+373
+5% +$37.2K 0.21% 79
2024
Q2 		$757K Buy
7,797
+362
+5% +$34.9K 0.21% 81
2024
Q1 		$728K Buy
7,435
+1,757
+31% +$172K 0.21% 80
2023
Q4 		$564K Buy
5,678
+195
+4% +$18.6K 0.18% 90
2023
Q3 		$516K Buy
5,483
+545
+11% +$52.5K 0.18% 92
2023
Q2 		$484K Buy
4,938
+84
+2% +$8.3K 0.17% 91
2023
Q1 		$484K Buy
4,854
+581
+14% +$57.4K 0.18% 92
2022
Q4 		$414K Buy
+4,273
New +$413K 0.17% 98

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIC Wealth's AGG Position: Q3 2024 in Review

CIC Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.8% in Q3 2024, buying an estimated $37.2K and bringing the position to 8,170 shares worth $827K. The position accounts for 0.21% of the portfolio, ranked #79.

CIC Wealth first reported a position in AGG in Q4 2022 and has held it in 8 quarters since. 1,795 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • CIC Wealth held 8,170 shares of iShares Core US Aggregate Bond ETF worth $827K as of Q3 2024.
  • CIC Wealth bought 373 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $37.2K.
  • iShares Core US Aggregate Bond ETF made up 0.21% of CIC Wealth's portfolio in Q3 2024, its #79 holding.
  • CIC Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,795 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.