New England Professional Planning Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

New England Professional Planning 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 Q3	–	Sell	-3,143	Closed	-$305K	–	52
2024 Q2	$305K	Hold	3,143	–	–	0.16%	32
2024 Q1	$308K	Hold	3,143	–	–	0.16%	30
2023 Q4	$312K	Hold	3,143	–	–	0.18%	27
2023 Q3	$296K	Sell	3,143 -1,041	-25%	-$100K	0.18%	23
2023 Q2	$410K	Hold	4,184	–	–	0.24%	20
2023 Q1	$418K	Hold	4,184	–	–	0.25%	20
2022 Q4	$406K	Buy	4,184 +693	+20%	+$67K	0.23%	21
2022 Q3	$336K	Buy	3,491 +103	+3%	+$10.4K	0.24%	22
2022 Q2	$345K	Hold	3,388	–	–	0.24%	22
2022 Q1	$362K	Buy	3,388 +4	+0.1%	+$440	0.22%	23
2021 Q4	$381K	Hold	3,384	–	–	0.23%	21
2021 Q3	$388K	Hold	3,384	–	–	0.23%	22
2021 Q2	$391K	Sell	3,384 -478	-12%	-$54.8K	0.24%	21
2021 Q1	$443K	Buy	3,862 +1,194	+45%	+$138K	0.27%	20
2020 Q4	$314K	Buy	+2,668	New	+$314K	0.22%	23
2015 Q3	–	Sell	-6,902	Closed	-$751K	–	44
2015 Q2	$751K	Buy	6,902 +5,052	+273%	+$556K	0.99%	11
2015 Q1	$204K	Hold	1,850	–	–	0.28%	42
2014 Q4	$207K	Buy	+1,850	New	+$204K	0.31%	39

Other funds holding AGG

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

New England Professional Planning Group's AGG Position: Q3 2024 in Review

New England Professional Planning Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 3,143 shares — an estimated $305K sold.

New England Professional Planning Group first reported a position in AGG in Q4 2014 and held it in 18 quarters. The position peaked at $751K in Q2 2015. 1,792 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

New England Professional Planning Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
New England Professional Planning Group sold 3,143 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $305K.
New England Professional Planning Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 18 quarters.
New England Professional Planning Group's iShares Core US Aggregate Bond ETF position peaked at $751K in Q2 2015.
1,792 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on New England Professional Planning Group's 13F filing for Q3 2024, filed 9 Oct 2024.