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Meitav Investment House’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-3,613
Closed -$358K – 233
2023
Q4 		$358K Buy
3,613
+227
+7% +$21.6K 0.01% 273
2023
Q3 		$318K Sell
3,386
-198
-6% -$19.1K 0.01% 284
2023
Q2 		$351K Sell
3,584
-261
-7% -$25.8K 0.01% 300
2023
Q1 		$386K Sell
3,845
-441
-10% -$43.6K 0.01% 303
2022
Q4 		$415K Sell
4,286
-851
-17% -$82.3K 0.01% 304
2022
Q3 		$495K Buy
+5,137
New +$519K 0.01% 293
2022
Q2 		– Sell
-5,808
Closed -$620K – 336
2022
Q1 		$620K Sell
5,808
-921
-14% -$101K 0.01% 297
2021
Q4 		$766K Sell
6,729
-1,800
-21% -$206K 0.01% 279
2021
Q3 		$977K Sell
8,529
-1,047
-11% -$121K 0.02% 246
2021
Q2 		$1.1M Buy
9,576
+417
+5% +$47.8K 0.03% 233
2021
Q1 		$1.04K Sell
9,159
-632
-6% -$73.2K 0.03% 210
2020
Q4 		$1.16M Sell
9,791
-69
-0.7% -$8.13K 0.05% 163
2020
Q3 		$1.16M Buy
+9,860
New +$1.17M 0.06% 146

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Meitav Investment House's AGG Position: Q1 2024 in Review

Meitav Investment House sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 3,613 shares — an estimated $358K sold.

Meitav Investment House first reported a position in AGG in Q3 2020 and held it in 13 quarters. The position peaked at $1.16M in Q3 2020. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

  • Meitav Investment House reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 3,613 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $358K.
  • Meitav Investment House first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 13 quarters.
  • Meitav Investment House's iShares Core US Aggregate Bond ETF position peaked at $1.16M in Q3 2020.
  • 1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.