Kades & Cheifetz’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kades & Cheifetz’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 Q4	$5.06M	Buy	+52,214	New	+$5.14M	2.59%	10

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

BlackRock New York $5.72T AUM 30.48% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Kades & Cheifetz's AGG Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2024: 52,214 shares worth $5.06M. The stake represents 2.59% of the portfolio and ranks #10 among its holdings.

1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

Kades & Cheifetz held 52,214 shares of iShares Core US Aggregate Bond ETF worth $5.06M as of Q4 2024.
iShares Core US Aggregate Bond ETF was a new Kades & Cheifetz position in Q4 2024.
iShares Core US Aggregate Bond ETF made up 2.59% of Kades & Cheifetz's portfolio in Q4 2024, its #10 holding.
1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.