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Geller Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Geller Advisors’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 		$31.1M Buy
321,417
+3,093
+1% +$305K 2.05% 6
2024
Q3 		$32.2M Buy
318,324
+20,843
+7% +$2.08M 2.23% 6
2024
Q2 		$28.9M Buy
297,481
+39,906
+15% +$3.85M 2.14% 6
2024
Q1 		$25.2M Buy
257,575
+16,849
+7% +$1.65M 2.05% 6
2023
Q4 		$23.9M Buy
240,726
+6,562
+3% +$624K 2.33% 6
2023
Q3 		$22M Buy
+234,164
New +$22.6M 2.56% 6

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

Geller Advisors's AGG Position: Q4 2024 in Review

Geller Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.97% in Q4 2024, buying an estimated $305K and bringing the position to 321,417 shares worth $31.1M. The position accounts for 2.05% of the portfolio, ranked #6.

Geller Advisors first reported a position in AGG in Q3 2023 and has held it in 6 quarters since. The position peaked at $32.2M in Q3 2024. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Geller Advisors held 321,417 shares of iShares Core US Aggregate Bond ETF worth $31.1M as of Q4 2024.
  • Geller Advisors bought 3,093 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $305K.
  • iShares Core US Aggregate Bond ETF made up 2.05% of Geller Advisors's portfolio in Q4 2024, its #6 holding.
  • Geller Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • Geller Advisors's iShares Core US Aggregate Bond ETF position peaked at $32.2M in Q3 2024.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.