First National Bank of Mount Dora’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First National Bank of Mount Dora’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	-15,348	Closed	-$1.55M	–	134
2024 Q3	$1.55M	Buy	+15,348	New	+$1.53M	0.35%	65
2023 Q1	–	Sell	-4,694	Closed	-$455K	–	130
2022 Q4	$455K	Hold	4,694	–	–	0.15%	87
2022 Q3	$452K	Sell	4,694 -5,962	-56%	-$603K	0.16%	86
2022 Q2	$1.08M	Buy	+10,656	New	+$1.09M	0.37%	63

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

First National Bank of Mount Dora's AGG Position: Q4 2024 in Review

First National Bank of Mount Dora sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 15,348 shares — an estimated $1.55M sold.

First National Bank of Mount Dora first reported a position in AGG in Q2 2022 and held it in 4 quarters. The position peaked at $1.55M in Q3 2024. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

First National Bank of Mount Dora reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
First National Bank of Mount Dora sold 15,348 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $1.55M.
First National Bank of Mount Dora first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 4 quarters.
First National Bank of Mount Dora's iShares Core US Aggregate Bond ETF position peaked at $1.55M in Q3 2024.
1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on First National Bank of Mount Dora's 13F filing for Q4 2024, filed 15 Jan 2025.