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

GHP Investment 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	–	Sell	-24	Closed	-$2.43K	–	976
2024 Q3	$2.43K	Sell	24 -1	-4%	-$100	﹤0.01%	876
2024 Q2	$2.43K	Hold	25	–	–	﹤0.01%	841
2024 Q1	$2.45K	Sell	25 -103	-80%	-$10.1K	﹤0.01%	748
2023 Q4	$12.7K	Buy	+128	New	+$12.2K	﹤0.01%	627
2022 Q4	–	Sell	-1,019	Closed	-$98K	–	930
2022 Q3	$98K	Sell	1,019 -35	-3%	-$3.54K	0.01%	426
2022 Q2	$107K	Buy	+1,054	New	+$108K	0.01%	411

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 $374B AUM 17.66% 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

GHP Investment Advisors's AGG Position: Q4 2024 in Review

GHP Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 24 shares — an estimated $2.43K sold.

GHP Investment Advisors first reported a position in AGG in Q2 2022 and held it in 6 quarters. The position peaked at $107K in Q2 2022. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

GHP Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
GHP Investment Advisors sold 24 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $2.43K.
GHP Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 6 quarters.
GHP Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $107K in Q2 2022.
1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on GHP Investment Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.