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ICA Group Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

ICA Group Wealth Management’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
Q2 		$3.01K Sell
31
-848
-96% -$81.9K ﹤0.01% 638
2024
Q1 		$86.1K Sell
879
-387
-31% -$37.9K 0.02% 433
2023
Q4 		$126K Buy
+1,266
New +$120K 0.03% 325
2023
Q3 		– Sell
-680
Closed -$66.6K – 256
2023
Q2 		$66.6K Buy
680
+453
+200% +$44.8K 0.02% 428
2023
Q1 		$22.6K Sell
227
-696
-75% -$68.8K 0.01% 639
2022
Q4 		$89.7K Sell
923
-1,250
-58% -$121K 0.02% 392
2022
Q3 		$209K Buy
+2,173
New +$220K 0.04% 331

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ICA Group Wealth Management's AGG Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 96% in Q2 2024, selling an estimated $81.9K and leaving 31 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

ICA Group Wealth Management first reported a position in AGG in Q3 2022 and has held it in 7 quarters since. The position peaked at $209K in Q3 2022. 1,771 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

  • ICA Group Wealth Management held 31 shares of iShares Core US Aggregate Bond ETF worth $3.01K as of Q2 2024.
  • ICA Group Wealth Management sold 848 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $81.9K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #638 holding.
  • ICA Group Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 7 quarters since.
  • ICA Group Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $209K in Q3 2022.
  • 1,771 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.