EFS
AGG icon

Econ Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Econ Financial Services’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
-11,458
Closed -$1.16M – 84
2024
Q3 		$1.16M Sell
11,458
-103,205
-90% -$10.3M 0.65% 40
2024
Q2 		$11.1M Buy
114,663
+11,011
+11% +$1.06M 6.9% 1
2024
Q1 		$10.2M Buy
103,652
+29,463
+40% +$2.88M 6.3% 1
2023
Q4 		$7.36M Sell
74,189
-21,060
-22% -$2M 5.18% 3
2023
Q3 		$8.96M Buy
95,249
+29,557
+45% +$2.85M 6.53% 2
2023
Q2 		$6.43M Buy
65,692
+9,748
+17% +$964K 4.55% 1
2023
Q1 		$5.57M Buy
+55,944
New +$5.53M 4.22% 1

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

Econ Financial Services's AGG Position: Q4 2024 in Review

Econ Financial Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 11,458 shares — an estimated $1.16M sold.

Econ Financial Services first reported a position in AGG in Q1 2023 and held it in 7 quarters. The position peaked at $11.1M in Q2 2024. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Econ Financial Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Econ Financial Services sold 11,458 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $1.16M.
  • Econ Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 7 quarters.
  • Econ Financial Services's iShares Core US Aggregate Bond ETF position peaked at $11.1M in Q2 2024.
  • 1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Econ Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.