Credential Qtrade Securities’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Credential Qtrade Securities’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 Q1	$621K	Hold	6,341	–	–	0.03%	189
2023 Q4	$629K	Buy	6,341 +596	+10%	+$56.7K	0.04%	171
2023 Q3	$540K	Hold	5,745	–	–	0.04%	171
2023 Q2	$563K	Hold	5,745	–	–	0.04%	179
2023 Q1	$572K	Buy	5,745 +3,990	+227%	+$394K	0.04%	177
2022 Q4	$170K	Sell	1,755 -3,384	-66%	-$327K	0.01%	239
2022 Q3	$495K	Hold	5,139	–	–	0.04%	164
2022 Q2	$522K	Sell	5,139 -38	-0.7%	-$3.9K	0.04%	174
2022 Q1	$555K	Buy	5,177 +135	+3%	+$14.9K	0.04%	178
2021 Q4	$575K	Sell	5,042 -17	-0.3%	-$1.95K	0.04%	181
2021 Q3	$581K	Sell	5,059 -650	-11%	-$75.3K	0.05%	164
2021 Q2	$658K	Hold	5,709	–	–	0.05%	159
2021 Q1	$650K	Buy	5,709 +3,404	+148%	+$394K	0.06%	135
2020 Q4	$272K	Sell	2,305 -7	-0.3%	-$825	0.03%	175
2020 Q3	$273K	Hold	2,312	–	–	0.03%	170
2020 Q2	$273K	Hold	2,312	–	–	0.04%	155
2020 Q1	$267K	Hold	2,312	–	–	0.04%	139
2019 Q4	$260K	Buy	2,312 +225	+11%	+$25.4K	0.04%	152
2019 Q3	$236K	Hold	2,087	–	–	0.04%	145
2019 Q2	$232K	Buy	2,087 +195	+10%	+$21.3K	0.04%	145
2019 Q1	$206K	Hold	1,892	–	–	0.04%	160
2018 Q4	$201K	Sell	1,892 -1,858	-50%	-$195K	0.04%	149
2018 Q3	$396K	Buy	+3,750	New	+$398K	0.08%	131

Other funds holding AGG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Credential Qtrade Securities's AGG Position: Q1 2024 in Review

Credential Qtrade Securities held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2024 at 6,341 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #189.

Credential Qtrade Securities first reported a position in AGG in Q3 2018 and has held it in 23 quarters since. The position peaked at $658K in Q2 2021. 1,743 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Credential Qtrade Securities held 6,341 shares of iShares Core US Aggregate Bond ETF worth $621K as of Q1 2024.
Credential Qtrade Securities left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2024.
iShares Core US Aggregate Bond ETF made up 0.03% of Credential Qtrade Securities's portfolio in Q1 2024, its #189 holding.
Credential Qtrade Securities first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 23 quarters since.
Credential Qtrade Securities's iShares Core US Aggregate Bond ETF position peaked at $658K in Q2 2021.
1,743 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.