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

Partnership 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 		– Sell
-205,968
Closed -$20.9M – 74
2024
Q3 		$20.9M Buy
+205,968
New +$20.5M 14.73% 1

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Partnership Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 205,968 shares — an estimated $20.9M sold.

Partnership Wealth Management first reported a position in AGG in Q3 2024 and held it in 1 quarter. The position peaked at $20.9M in Q3 2024. 1,939 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Partnership Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 205,968 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $20.9M.
  • Partnership Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Partnership Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $20.9M in Q3 2024.
  • 1,939 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.