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Kowal Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kowal Investment 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
Q3 		$6.23M Buy
61,526
+8,827
+17% +$881K 1.15% 16
2024
Q2 		$5.12M Buy
52,699
+7,579
+17% +$732K 1.02% 15
2024
Q1 		$4.42M Buy
45,120
+12,344
+38% +$1.21M 0.96% 13
2023
Q4 		$3.25M Sell
32,776
-933
-3% -$88.8K 0.76% 20
2023
Q3 		$3.17M Buy
33,709
+2,843
+9% +$274K 0.86% 15
2023
Q2 		$3.02M Buy
30,866
+287
+0.9% +$28.4K 0.81% 15
2023
Q1 		$3.05M Buy
30,579
+7,780
+34% +$769K 0.86% 15
2022
Q4 		$2.21M Sell
22,799
-460
-2% -$44.5K 0.66% 22
2022
Q3 		$2.24M Buy
23,259
+5,927
+34% +$599K 0.76% 18
2022
Q2 		$1.76M Buy
17,332
+2,200
+15% +$226K 0.58% 18
2022
Q1 		$1.62M Buy
15,132
+6,472
+75% +$712K 0.49% 22
2021
Q4 		$988K Buy
8,660
+2,069
+31% +$237K 0.29% 29
2021
Q3 		$757K Sell
6,591
-144
-2% -$16.7K 0.24% 34
2021
Q2 		$777K Buy
6,735
+2,750
+69% +$315K 0.28% 32
2021
Q1 		$454K Buy
3,985
+1,656
+71% +$192K 0.18% 50
2020
Q4 		$272K Buy
+2,329
New +$274K 0.13% 69

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kowal Investment Group's AGG Position: Q3 2024 in Review

Kowal Investment Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q3 2024, buying an estimated $881K and bringing the position to 61,526 shares worth $6.23M. The position accounts for 1.15% of the portfolio, ranked #16.

Kowal Investment Group first reported a position in AGG in Q4 2020 and has held it in 16 quarters since. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Kowal Investment Group held 61,526 shares of iShares Core US Aggregate Bond ETF worth $6.23M as of Q3 2024.
  • Kowal Investment Group bought 8,827 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $881K.
  • iShares Core US Aggregate Bond ETF made up 1.15% of Kowal Investment Group's portfolio in Q3 2024, its #16 holding.
  • Kowal Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • 1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.