Goldstone Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Goldstone Financial Group’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	-10,894	Closed	-$1.1M	–	200
2024 Q3	$1.1M	Buy	10,894 +448	+4%	+$44.7K	0.19%	82
2024 Q2	$1.01M	Sell	10,446 -3,740	-26%	-$361K	0.2%	80
2024 Q1	$1.39M	Sell	14,186 -998	-7%	-$97.7K	0.32%	59
2023 Q4	$1.51M	Sell	15,184 -53,040	-78%	-$5.05M	0.39%	51
2023 Q3	$6.42M	Buy	68,224 +707	+1%	+$68.1K	1.9%	14
2023 Q2	$6.61M	Sell	67,517 -72,300	-52%	-$7.15M	1.94%	15
2023 Q1	$13.9M	Buy	+139,817	New	+$13.8M	4.59%	4

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

Goldstone Financial Group's AGG Position: Q4 2024 in Review

Goldstone Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 10,894 shares — an estimated $1.1M sold.

Goldstone Financial Group first reported a position in AGG in Q1 2023 and held it in 7 quarters. The position peaked at $13.9M in Q1 2023. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

Goldstone Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Goldstone Financial Group sold 10,894 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $1.1M.
Goldstone Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 7 quarters.
Goldstone Financial Group's iShares Core US Aggregate Bond ETF position peaked at $13.9M in Q1 2023.
1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Goldstone Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.