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Kiely Wealth Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kiely Wealth 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
Q4 		$64.6K Hold
663
– – 0.04% 107
2024
Q3 		$64.8K Hold
663
– – 0.04% 110
2024
Q2 		$65.8K Buy
+663
New +$64K 0.04% 95

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Kiely Wealth Advisory Group's AGG Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q4 2024 at 663 shares worth $64.6K. The position accounts for 0.04% of the portfolio, ranked #107.

Kiely Wealth Advisory Group first reported a position in AGG in Q2 2024 and has held it in 3 quarters since. The position peaked at $65.8K in Q2 2024. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Kiely Wealth Advisory Group held 663 shares of iShares Core US Aggregate Bond ETF worth $64.6K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q4 2024.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #107 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $65.8K in Q2 2024.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.