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Naples Money Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Naples Money 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
Q3 		– Sell
-87
Closed -$8.37K – 383
2024
Q2 		$8.37K Buy
+87
New +$8.4K 0.01% 212

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Naples Money Management's AGG Position: Q3 2024 in Review

Naples Money Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 87 shares — an estimated $8.37K sold.

Naples Money Management first reported a position in AGG in Q2 2024 and held it in 1 quarter. The position peaked at $8.37K in Q2 2024. 1,793 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Naples Money Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 87 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $8.37K.
  • Naples Money Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Naples Money Management's iShares Core US Aggregate Bond ETF position peaked at $8.37K in Q2 2024.
  • 1,793 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.