Henrickson Nauta Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Henrickson Nauta Wealth 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 Q3	–	Sell	-2,986	Closed	-$290K	–	83
2024 Q2	$290K	Sell	2,986 -342	-10%	-$33K	0.12%	61
2024 Q1	$319K	Sell	3,328 -10,244	-75%	-$1M	0.14%	52
2023 Q4	$1.35M	Buy	+13,572	New	+$1.29M	0.66%	18
2022 Q1	–	Sell	-113	Closed	-$13K	–	53
2021 Q4	$13K	Buy	+113	New	+$12.9K	0.01%	141

Other funds holding AGG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors's AGG Position: Q3 2024 in Review

Henrickson Nauta Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 2,986 shares — an estimated $290K sold.

Henrickson Nauta Wealth Advisors first reported a position in AGG in Q4 2021 and held it in 4 quarters. The position peaked at $1.35M in Q4 2023. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

Henrickson Nauta Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
Henrickson Nauta Wealth Advisors sold 2,986 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $290K.
Henrickson Nauta Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 4 quarters.
Henrickson Nauta Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.35M in Q4 2023.
1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.