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

KFG 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
Q4 		– Sell
-50,212
Closed -$5.08M – 183
2024
Q3 		$5.08M Sell
50,212
-2,050
-4% -$205K 1.11% 23
2024
Q2 		$5.07M Buy
52,262
+3,456
+7% +$334K 2.01% 15
2024
Q1 		$4.78M Sell
48,806
-1,784
-4% -$175K 1.96% 12
2023
Q4 		$5.02M Buy
50,590
+48,052
+1,893% +$4.57M 2.29% 12
2023
Q3 		$239K Buy
+2,538
New +$244K 0.13% 114

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

KFG Wealth Management's AGG Position: Q4 2024 in Review

KFG Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 50,212 shares — an estimated $5.08M sold.

KFG Wealth Management first reported a position in AGG in Q3 2023 and held it in 5 quarters. The position peaked at $5.08M in Q3 2024. 1,939 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • KFG Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • KFG Wealth Management sold 50,212 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $5.08M.
  • KFG Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and held it in 5 quarters.
  • KFG Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $5.08M in Q3 2024.
  • 1,939 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on KFG Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.