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GYL Financial Synergies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

GYL Financial Synergies’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
Q3 		$1.44M Buy
+14,201
New +$1.42M 0.11% 164
2022
Q3 		– Sell
-6,587
Closed -$670K – 191
2022
Q2 		$670K Buy
6,587
+4,231
+180% +$435K 0.18% 77
2022
Q1 		$252K Sell
2,356
-807
-26% -$88.8K 0.06% 176
2021
Q4 		$361K Buy
+3,163
New +$362K 0.1% 150

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

GYL Financial Synergies's AGG Position: Q3 2024 in Review

GYL Financial Synergies opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2024: 14,201 shares worth $1.44M. The stake represents 0.11% of the portfolio and ranks #164 among its holdings. This is a return to the name: GYL Financial Synergies previously reported a position in AGG as recently as Q2 2022.

GYL Financial Synergies first reported a position in AGG in Q4 2021 and has held it in 4 quarters since. 1,795 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • GYL Financial Synergies held 14,201 shares of iShares Core US Aggregate Bond ETF worth $1.44M as of Q3 2024.
  • iShares Core US Aggregate Bond ETF was a new GYL Financial Synergies position in Q3 2024.
  • iShares Core US Aggregate Bond ETF made up 0.11% of GYL Financial Synergies's portfolio in Q3 2024, its #164 holding.
  • GYL Financial Synergies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • 1,795 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.