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Institutional & Family Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Institutional & Family Asset 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 		$915 Hold
9
– – ﹤0.01% 652
2024
Q1 		$914 Sell
9
-7,821
-100% -$765K ﹤0.01% 646
2023
Q4 		$777K Buy
7,830
+7,792
+20,505% +$742K 0.13% 106
2023
Q3 		$3.53K Buy
38
+1
+3% +$96 ﹤0.01% 510
2023
Q2 		$3.65K Sell
37
-144
-80% -$14.2K ﹤0.01% 514
2023
Q1 		$18K Sell
181
-17,904
-99% -$1.77M ﹤0.01% 323
2022
Q4 		$1.75M Sell
18,085
-634
-3% -$61.3K 0.29% 74
2022
Q3 		$1.8M Sell
18,719
-1,706
-8% -$173K 0.32% 70
2022
Q2 		$2.08M Sell
20,425
-139
-0.7% -$14.3K 0.36% 69
2022
Q1 		$2.2M Sell
20,564
-110
-0.5% -$12.1K 0.34% 71
2021
Q4 		$2.36M Sell
20,674
-385
-2% -$44K 0.37% 72
2021
Q3 		$2.42M Sell
21,059
-591
-3% -$68.5K 0.39% 72
2021
Q2 		$2.5M Sell
21,650
-1,367
-6% -$157K 0.41% 71
2021
Q1 		$2.62M Sell
23,017
-15,221
-40% -$1.76M 0.51% 64
2020
Q4 		$4.52M Buy
38,238
+1,015
+3% +$120K 0.95% 17
2020
Q3 		$4.39M Buy
37,223
+1,619
+5% +$192K 1.02% 15
2020
Q2 		$4.21M Sell
35,604
-430
-1% -$50.3K 0.87% 20
2020
Q1 		$4.16M Sell
36,034
-1,578
-4% -$180K 0.96% 17
2019
Q4 		$4.23M Buy
37,612
+732
+2% +$82.5K 0.89% 23
2019
Q3 		$4.17M Buy
36,880
+27,703
+302% +$3.11M 0.92% 24
2019
Q2 		$1.02M Buy
9,177
+9,164
+70,492% +$1M 0.22% 86
2019
Q1 		$1K Hold
13
– – ﹤0.01% 766
2018
Q4 		$1K Sell
13
-45
-78% -$4.72K ﹤0.01% 741
2018
Q3 		$6K Hold
58
– – ﹤0.01% 587
2018
Q2 		$6K Hold
58
– – ﹤0.01% 586
2018
Q1 		$6K Buy
+58
New +$6.23K ﹤0.01% 569

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

Institutional & Family Asset Management's AGG Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2024 at 9 shares worth $915. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Institutional & Family Asset Management first reported a position in AGG in Q1 2018 and has held it in 26 quarters since. The position peaked at $4.52M in Q4 2020. 1,772 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

  • Institutional & Family Asset Management held 9 shares of iShares Core US Aggregate Bond ETF worth $915 as of Q2 2024.
  • Institutional & Family Asset Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2024.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #652 holding.
  • Institutional & Family Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's iShares Core US Aggregate Bond ETF position peaked at $4.52M in Q4 2020.
  • 1,772 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.