Investment Research & Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Investment Research & Advisory Group’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	-79	Closed	-$7.67K	–	209
2024 Q2	$7.67K	Hold	79	–	–	﹤0.01%	160
2024 Q1	$7.74K	Hold	79	–	–	﹤0.01%	160
2023 Q4	$7.84K	Hold	79	–	–	﹤0.01%	154
2023 Q3	$7.43K	Hold	79	–	–	﹤0.01%	157
2023 Q2	$7.74K	Hold	79	–	–	﹤0.01%	168
2023 Q1	$7.87K	Hold	79	–	–	0.01%	148
2022 Q4	$7.66K	Hold	79	–	–	0.01%	146
2022 Q3	$8K	Hold	79	–	–	0.01%	139
2022 Q2	$8K	Sell	79 -169	-68%	-$17.4K	0.01%	142
2022 Q1	$27K	Buy	248 +169	+214%	+$18.6K	0.02%	117
2021 Q4	$9K	Hold	79	–	–	0.01%	163
2021 Q3	$9K	Hold	79	–	–	0.01%	131
2021 Q2	$9K	Hold	79	–	–	0.01%	136
2021 Q1	$9K	Hold	79	–	–	0.01%	124
2020 Q4	$9K	Hold	79	–	–	0.01%	128
2020 Q3	$9K	Hold	79	–	–	0.01%	129
2020 Q2	$9K	Hold	79	–	–	0.01%	130
2020 Q1	$9K	Hold	79	–	–	0.01%	125
2019 Q4	$9K	Buy	+79	New	+$8.9K	0.01%	164

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

Investment Research & Advisory Group's AGG Position: Q3 2024 in Review

Investment Research & Advisory Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 79 shares — an estimated $7.67K sold.

Investment Research & Advisory Group first reported a position in AGG in Q4 2019 and held it in 19 quarters. The position peaked at $27K in Q1 2022. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

Investment Research & Advisory Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
Investment Research & Advisory Group sold 79 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $7.67K.
Investment Research & Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 19 quarters.
Investment Research & Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $27K in Q1 2022.
1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Investment Research & Advisory Group's 13F filing for Q3 2024, filed 23 Oct 2024.