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Macroview Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Macroview Investment 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
-61
Closed -$6.19K – 92
2024
Q3 		$6.19K Sell
61
-60
-50% -$5.99K 0.01% 337
2024
Q2 		$11.7K Hold
121
– – 0.01% 219
2024
Q1 		$11.8K Hold
121
– – 0.01% 235
2023
Q4 		$12K Sell
121
-6
-5% -$571 0.01% 225
2023
Q3 		$11.9K Buy
127
+123
+3,075% +$11.8K 0.02% 212
2023
Q2 		$396 Hold
4
– – ﹤0.01% 454
2023
Q1 		$402 Hold
4
– – ﹤0.01% 415
2022
Q4 		$391 Hold
4
– – ﹤0.01% 423
2022
Q3 		$0 Hold
4
– – ﹤0.01% 405
2022
Q2 		$0 Buy
4
+3
+300% +$308 ﹤0.01% 436
2022
Q1 		$0 Hold
1
– – ﹤0.01% 420
2021
Q4 		$0 Sell
1
-883
-100% -$101K ﹤0.01% 387
2021
Q3 		$102K Buy
884
+1
+0.1% +$116 0.13% 59
2021
Q2 		$102K Hold
883
– – 0.14% 58
2021
Q1 		$101K Buy
883
+283
+47% +$32.8K 0.14% 56
2020
Q4 		$71K Hold
600
– – 0.11% 67
2020
Q3 		$71K Buy
+600
New +$71.2K 0.12% 60
2019
Q1 		– Sell
-260
Closed -$28K – 327
2018
Q4 		$28K Hold
260
– – 0.09% 101
2018
Q3 		$27K Buy
260
+1
+0.4% +$106 0.08% 100
2018
Q2 		$28K Sell
259
-545
-68% -$57.8K 0.1% 82
2018
Q1 		$86K Sell
804
-1,098
-58% -$118K 0.31% 38
2017
Q4 		$208K Sell
1,902
-1,907
-50% -$208K 0.99% 12
2017
Q3 		$417K Buy
3,809
+2,407
+172% +$264K 2.07% 9
2017
Q2 		$154K Buy
1,402
+847
+153% +$92.6K 0.83% 15
2017
Q1 		$60K Buy
555
+485
+693% +$52.5K 0.35% 31
2016
Q4 		$8K Buy
+70
New +$7.67K 0.04% 70

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

Macroview Investment Management's AGG Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 61 shares — an estimated $6.19K sold.

Macroview Investment Management first reported a position in AGG in Q4 2016 and held it in 26 quarters. The position peaked at $417K in Q3 2017. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Macroview Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 61 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $6.19K.
  • Macroview Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 26 quarters.
  • Macroview Investment Management's iShares Core US Aggregate Bond ETF position peaked at $417K in Q3 2017.
  • 1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.