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Jamison Private Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Jamison Private 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 		– Sell
-23
Closed -$2.25K – 428
2024
Q1 		$2.25K Buy
+23
New +$2.25K ﹤0.01% 393

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

Jamison Private Wealth Management's AGG Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2024, closing a stake of 23 shares — an estimated $2.25K sold.

Jamison Private Wealth Management first reported a position in AGG in Q1 2024 and held it in 1 quarter. The position peaked at $2.25K in Q1 2024. 1,771 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 23 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $2.25K.
  • Jamison Private Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $2.25K in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.