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Jasper Ridge Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Jasper Ridge 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
-82,663
Closed -$8.02M – 144
2024
Q2 		$8.02M Buy
+82,663
New +$7.98M 0.26% 39
2024
Q1 		– Sell
-55,134
Closed -$5.47M – 152
2023
Q4 		$5.47M Buy
+55,134
New +$5.25M 0.22% 39
2018
Q4 		– Sell
-84,631
Closed -$8.93M – 73
2018
Q3 		$8.93M Buy
84,631
+82,457
+3,793% +$8.75M 0.49% 19
2018
Q2 		$231K Buy
2,174
+15
+0.7% +$1.59K 0.02% 67
2018
Q1 		$232K Sell
2,159
-884
-29% -$94.9K 0.01% 58
2017
Q4 		$333K Sell
3,043
-3,630
-54% -$397K 0.02% 54
2017
Q3 		$731K Buy
6,673
+4,778
+252% +$525K 0.04% 55
2017
Q2 		$208K Sell
1,895
-2,715
-59% -$297K 0.01% 81
2017
Q1 		$500K Buy
+4,610
New +$499K 0.03% 72
2016
Q4 		– Sell
-44,309
Closed -$4.98M – 95
2016
Q3 		$4.98M Buy
+44,309
New +$4.98M 0.31% 30
2016
Q1 		– Sell
-1,803
Closed -$195K – 86
2015
Q4 		$195K Buy
+1,803
New +$196K 0.01% 86

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jasper Ridge Partners's AGG Position: Q3 2024 in Review

Jasper Ridge Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 82,663 shares — an estimated $8.02M sold.

Jasper Ridge Partners first reported a position in AGG in Q4 2015 and held it in 11 quarters. The position peaked at $8.93M in Q3 2018. 1,795 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Jasper Ridge Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Jasper Ridge Partners sold 82,663 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $8.02M.
  • Jasper Ridge Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 11 quarters.
  • Jasper Ridge Partners's iShares Core US Aggregate Bond ETF position peaked at $8.93M in Q3 2018.
  • 1,795 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Jasper Ridge Partners's 13F filing for Q3 2024, filed 14 Nov 2024.