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

Merriman 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 		$301K Sell
3,109
-55,873
-95% -$5.5M 0.01% 169
2024
Q3 		$5.97M Sell
58,982
-3,924
-6% -$391K 0.24% 44
2024
Q2 		$6.11M Buy
62,906
+60,578
+2,602% +$5.85M 0.27% 40
2024
Q1 		$228K Buy
+2,328
New +$228K 0.01% 187
2022
Q2 		– Sell
-5,004
Closed -$536K – 169
2022
Q1 		$536K Buy
+5,004
New +$551K 0.04% 118
2021
Q4 		– Sell
-2,140
Closed -$246K – 207
2021
Q3 		$246K Buy
+2,140
New +$248K 0.02% 180
2020
Q4 		– Sell
-61,378
Closed -$7.25M – 199
2020
Q3 		$7.25M Buy
61,378
+127
+0.2% +$15.1K 1.08% 27
2020
Q2 		$7.24M Buy
61,251
+899
+1% +$105K 1.15% 24
2020
Q1 		$6.96M Buy
+60,352
New +$6.88M 1.51% 15
2019
Q1 		– Sell
-4,657
Closed -$497K – 205
2018
Q4 		$497K Sell
4,657
-1,311
-22% -$138K 0.11% 91
2018
Q3 		$630K Buy
5,968
+580
+11% +$61.5K 0.13% 100
2018
Q2 		$573K Buy
5,388
+8
+0.1% +$848 0.13% 101
2018
Q1 		$577K Buy
+5,380
New +$578K 0.15% 112
2016
Q4 		– Sell
-82,030
Closed -$9.22M – 125
2016
Q3 		$9.22M Buy
82,030
+69,868
+574% +$7.86M 1.9% 10
2016
Q2 		$1.37M Buy
+12,162
New +$1.35M 0.39% 64
2014
Q1 		– Sell
-84,535
Closed -$9M – 41
2013
Q4 		$9M Buy
+84,535
New +$9.06M 3.82% 7

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

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

Merriman Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 95% in Q4 2024, selling an estimated $5.5M and leaving 3,109 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #169.

Merriman Wealth Management first reported a position in AGG in Q4 2013 and has held it in 16 quarters since. The position peaked at $9.22M in Q3 2016. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Merriman Wealth Management held 3,109 shares of iShares Core US Aggregate Bond ETF worth $301K as of Q4 2024.
  • Merriman Wealth Management sold 55,873 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $5.5M.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #169 holding.
  • Merriman Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and has held it in 16 quarters since.
  • Merriman Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $9.22M in Q3 2016.
  • 1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.