Householder Group Estate & Retirement Specialist’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Householder Group Estate & Retirement Specialist’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	$14K	Sell	149 -3,290	-96%	-$324K	0.01%	324
2024 Q3	$348K	Sell	3,439 -112	-3%	-$11.2K	0.1%	176
2024 Q2	$344K	Sell	3,551 -71	-2%	-$6.85K	0.1%	175
2024 Q1	$355K	Buy	3,622 +192	+6%	+$18.8K	0.11%	167
2023 Q4	$340K	Sell	3,430 -350	-9%	-$33.3K	0.11%	168
2023 Q3	$355K	Buy	+3,780	New	+$364K	0.13%	147
2023 Q1	$450K	Buy	+4,513	New	+$446K	0.17%	115
2022 Q4	–	Sell	-5,742	Closed	-$553K	–	365
2022 Q3	$553K	Sell	5,742 -1,472	-20%	-$149K	0.23%	98
2022 Q2	$733K	Sell	7,214 -1,260	-15%	-$129K	0.33%	70
2022 Q1	$908K	Sell	8,474 -372	-4%	-$40.9K	0.37%	72
2021 Q4	$1.01M	Buy	+8,846	New	+$1.01M	0.38%	71

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 $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Householder Group Estate & Retirement Specialist's AGG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 96% in Q4 2024, selling an estimated $324K and leaving 149 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #324.

Householder Group Estate & Retirement Specialist first reported a position in AGG in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2021. 1,936 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 149 shares of iShares Core US Aggregate Bond ETF worth $14K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3,290 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $324K.
iShares Core US Aggregate Bond ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #324 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's iShares Core US Aggregate Bond ETF position peaked at $1.01M in Q4 2021.
1,936 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.