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Comprehensive Financial Consultants Institutional’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Comprehensive Financial Consultants Institutional’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 		– Sell
-5,004
Closed -$486K – 167
2024
Q2 		$486K Sell
5,004
-49
-1% -$4.73K 0.19% 121
2024
Q1 		$495K Buy
5,053
+55
+1% +$5.38K 0.21% 118
2023
Q4 		$496K Sell
4,998
-39
-0.8% -$3.71K 0.23% 110
2023
Q3 		$474K Buy
5,037
+284
+6% +$27.4K 0.25% 111
2023
Q2 		$466K Sell
4,753
-286
-6% -$28.3K 0.25% 109
2023
Q1 		$502K Sell
5,039
-521
-9% -$51.5K 0.28% 107
2022
Q4 		$558K Sell
5,560
-235
-4% -$22.7K 0.34% 104
2022
Q3 		$549K Sell
5,795
-40
-0.7% -$4.04K 0.36% 97
2022
Q2 		$594K Sell
5,835
-15
-0.3% -$1.54K 0.42% 90
2022
Q1 		$594K Sell
5,850
-132
-2% -$14.5K 0.41% 93
2021
Q4 		$655K Buy
+5,982
New +$684K 0.42% 84

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

Comprehensive Financial Consultants Institutional's AGG Position: Q3 2024 in Review

Comprehensive Financial Consultants Institutional sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 5,004 shares — an estimated $486K sold.

Comprehensive Financial Consultants Institutional first reported a position in AGG in Q4 2021 and held it in 11 quarters. The position peaked at $655K in Q4 2021. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Comprehensive Financial Consultants Institutional reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 5,004 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $486K.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 11 quarters.
  • Comprehensive Financial Consultants Institutional's iShares Core US Aggregate Bond ETF position peaked at $655K in Q4 2021.
  • 1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2024, filed 31 Oct 2024.