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Clean Yield Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clean Yield Group’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
-406
Closed -$41.1K – 459
2024
Q3 		$41.1K Hold
406
– – 0.01% 244
2024
Q2 		$39.4K Hold
406
– – 0.01% 247
2024
Q1 		$39.8K Hold
406
– – 0.02% 252
2023
Q4 		$40.3K Hold
406
– – 0.02% 249
2023
Q3 		$38.2K Hold
406
– – 0.02% 247
2023
Q2 		$39.8K Hold
406
– – 0.02% 251
2023
Q1 		$40.5K Hold
406
– – 0.02% 250
2022
Q4 		$39.4K Buy
+406
New +$39.3K 0.02% 247
2021
Q1 		– Sell
-15
Closed -$2K – 154
2020
Q4 		$2K Hold
15
– – ﹤0.01% 410
2020
Q3 		$2K Buy
+15
New +$1.78K ﹤0.01% 351

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

Clean Yield Group's AGG Position: Q4 2024 in Review

Clean Yield Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 406 shares — an estimated $41.1K sold.

Clean Yield Group first reported a position in AGG in Q3 2020 and held it in 10 quarters. The position peaked at $41.1K in Q3 2024. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Clean Yield Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Clean Yield Group sold 406 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $41.1K.
  • Clean Yield Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 10 quarters.
  • Clean Yield Group's iShares Core US Aggregate Bond ETF position peaked at $41.1K in Q3 2024.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Clean Yield Group's 13F filing for Q4 2024, filed 13 Jan 2025.