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

LJI 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	-5,035	Closed	-$510K	–	183
2024 Q3	$510K	Buy	5,035 +23	+0.5%	+$2.29K	0.1%	104
2024 Q2	$487K	Sell	5,012 -943	-16%	-$91K	0.11%	99
2024 Q1	$583K	Buy	5,955 +406	+7%	+$39.7K	0.15%	70
2023 Q4	$551K	Sell	5,549 -1,382	-20%	-$132K	0.14%	82
2023 Q3	$652K	Sell	6,931 -251,744	-97%	-$24.2M	0.19%	62
2023 Q2	$647K	Buy	258,675 +254,853	+6,668%	+$25.2M	0.19%	63
2023 Q1	$381K	Buy	3,822 +11	+0.3%	+$1.09K	0.12%	94
2022 Q4	$370K	Buy	+3,811	New	+$369K	0.13%	83

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

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

LJI Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 5,035 shares — an estimated $510K sold.

LJI Wealth Management first reported a position in AGG in Q4 2022 and held it in 8 quarters. The position peaked at $652K in Q3 2023. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

LJI Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
LJI Wealth Management sold 5,035 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $510K.
LJI Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 8 quarters.
LJI Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $652K in Q3 2023.
1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on LJI Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.