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IAG Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

IAG Wealth Partners’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
-171
Closed -$16.6K – 493
2024
Q2 		$16.6K Buy
171
+8
+5% +$772 ﹤0.01% 285
2024
Q1 		$16K Hold
163
– – ﹤0.01% 264
2023
Q4 		$16.2K Hold
163
– – ﹤0.01% 253
2023
Q3 		$15.3K Buy
+163
New +$15.7K ﹤0.01% 248
2022
Q3 		– Sell
-3,228
Closed -$326K – 430
2022
Q2 		$328K Sell
3,228
-8,427
-72% -$866K 0.11% 51
2022
Q1 		$1.25M Sell
11,655
-8,275
-42% -$911K 0.39% 38
2021
Q4 		$2.27M Sell
19,930
-7,793
-28% -$892K 0.73% 24
2021
Q3 		$3.18M Sell
27,723
-19,334
-41% -$2.24M 1.13% 18
2021
Q2 		$5.43M Sell
47,057
-1,160
-2% -$133K 1.95% 13
2021
Q1 		$5.49M Sell
48,217
-4,901
-9% -$568K 2.09% 12
2020
Q4 		$6.28M Sell
53,118
-5,192
-9% -$612K 2.56% 12
2020
Q3 		$6.88M Sell
58,310
-3,240
-5% -$384K 3.18% 11
2020
Q2 		$7.28M Sell
61,550
-16,617
-21% -$1.95M 3.53% 11
2020
Q1 		$9.02M Sell
78,167
-6,681
-8% -$761K 6.02% 5
2019
Q4 		$9.54M Buy
+84,848
New +$9.56M 6.23% 6

Other funds holding AGG

Jones Financial Companies
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IAG Wealth Partners's AGG Position: Q3 2024 in Review

IAG Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 171 shares — an estimated $16.6K sold.

IAG Wealth Partners first reported a position in AGG in Q4 2019 and held it in 15 quarters. The position peaked at $9.54M in Q4 2019. 1,792 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • IAG Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 171 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $16.6K.
  • IAG Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 15 quarters.
  • IAG Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $9.54M in Q4 2019.
  • 1,792 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.