LifePro Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LifePro Asset 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 Q3	$1.13M	Sell	11,143 -678	-6%	-$67.6K	0.69%	48
2024 Q2	$1.15M	Buy	11,821 +689	+6%	+$66.5K	0.82%	40
2024 Q1	$1.09M	Buy	11,132 +1,243	+13%	+$122K	0.72%	45
2023 Q4	$981K	Buy	9,889 +710	+8%	+$67.6K	0.76%	40
2023 Q3	$863K	Buy	9,179 +4,367	+91%	+$421K	0.71%	36
2023 Q2	$471K	Buy	+4,812	New	+$476K	0.36%	58
2021 Q1	–	Sell	-3,110	Closed	-$368K	–	82
2020 Q4	$368K	Buy	+3,110	New	+$366K	0.11%	64

Other funds holding AGG

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 New York $5.72T AUM 30.48% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LifePro Asset Management's AGG Position: Q3 2024 in Review

LifePro Asset Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.7% in Q3 2024, selling an estimated $67.6K and leaving 11,143 shares worth $1.13M. The position accounts for 0.69% of the portfolio, ranked #48.

LifePro Asset Management first reported a position in AGG in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.15M in Q2 2024. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

LifePro Asset Management held 11,143 shares of iShares Core US Aggregate Bond ETF worth $1.13M as of Q3 2024.
LifePro Asset Management sold 678 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $67.6K.
iShares Core US Aggregate Bond ETF made up 0.69% of LifePro Asset Management's portfolio in Q3 2024, its #48 holding.
LifePro Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 7 quarters since.
LifePro Asset Management's iShares Core US Aggregate Bond ETF position peaked at $1.15M in Q2 2024.
1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.