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Citizens & Northern Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Citizens & Northern Corp’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 		– Sell
-6,958
Closed -$705K – 127
2024
Q3 		$705K Sell
6,958
-9,525
-58% -$950K 0.21% 83
2024
Q2 		$1.6M Buy
+16,483
New +$1.59M 0.5% 44

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

Citizens & Northern Corp's AGG Position: Q4 2024 in Review

Citizens & Northern Corp sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 6,958 shares — an estimated $705K sold.

Citizens & Northern Corp first reported a position in AGG in Q2 2024 and held it in 2 quarters. The position peaked at $1.6M in Q2 2024. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Citizens & Northern Corp reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Citizens & Northern Corp sold 6,958 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $705K.
  • Citizens & Northern Corp first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Citizens & Northern Corp's iShares Core US Aggregate Bond ETF position peaked at $1.6M in Q2 2024.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Citizens & Northern Corp's 13F filing for Q4 2024, filed 31 Jan 2025.