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Empowered Funds’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-19,792
Closed -$1.92M – 518
2022
Q4 		$1.92M Buy
+19,792
New +$1.91M 0.13% 188

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

Empowered Funds's AGG Position: Q4 2024 in Review

Empowered Funds sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 23,745 shares — an estimated $2.4M sold.

Empowered Funds first reported a position in AGG in Q3 2022 and held it in 8 quarters. The position peaked at $4.45M in Q4 2023. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Empowered Funds reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Empowered Funds sold 23,745 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $2.4M.
  • Empowered Funds first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 8 quarters.
  • Empowered Funds's iShares Core US Aggregate Bond ETF position peaked at $4.45M in Q4 2023.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Empowered Funds's 13F filing for Q4 2024, filed 28 Jan 2025.