McCollum Christoferson Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

McCollum Christoferson 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	–	Sell	-2,000	Closed	-$203K	–	70
2024 Q3	$203K	Sell	2,000 -2,300	-53%	-$229K	0.06%	67
2024 Q2	$417K	Hold	4,300	–	–	0.12%	51
2024 Q1	$421K	Hold	4,300	–	–	0.12%	48
2023 Q4	$427K	Hold	4,300	–	–	0.13%	46
2023 Q3	$404K	Hold	4,300	–	–	0.12%	50
2023 Q2	$421K	Hold	4,300	–	–	0.12%	50
2023 Q1	$428K	Hold	4,300	–	–	0.13%	49
2022 Q4	$417K	Hold	4,300	–	–	0.13%	48
2022 Q3	$414K	Hold	4,300	–	–	0.14%	47
2022 Q2	$437K	Hold	4,300	–	–	0.13%	48
2022 Q1	$461K	Hold	4,300	–	–	0.11%	53
2021 Q4	$491K	Hold	4,300	–	–	0.11%	55
2021 Q3	$494K	Hold	4,300	–	–	0.12%	53
2021 Q2	$496K	Buy	4,300 +550	+15%	+$63K	0.12%	54
2021 Q1	$427K	Hold	3,750	–	–	0.11%	53
2020 Q4	$443K	Buy	3,750 +100	+3%	+$11.8K	0.11%	53
2020 Q3	$431K	Hold	3,650	–	–	0.12%	56
2020 Q2	$431K	Buy	3,650 +170	+5%	+$19.9K	0.14%	54
2020 Q1	$401K	Hold	3,480	–	–	0.16%	56
2019 Q4	$391K	Buy	+3,480	New	+$392K	0.13%	56

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

McCollum Christoferson Group's AGG Position: Q4 2024 in Review

McCollum Christoferson Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 2,000 shares — an estimated $203K sold.

McCollum Christoferson Group first reported a position in AGG in Q4 2019 and held it in 20 quarters. The position peaked at $496K in Q2 2021. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

McCollum Christoferson Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
McCollum Christoferson Group sold 2,000 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $203K.
McCollum Christoferson Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 20 quarters.
McCollum Christoferson Group's iShares Core US Aggregate Bond ETF position peaked at $496K in Q2 2021.
1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on McCollum Christoferson Group's 13F filing for Q4 2024, filed 11 Feb 2025.