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Platte River Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Platte River Wealth Advisors’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 		$754K Sell
7,445
-775
-9% -$77.3K 0.2% 55
2024
Q2 		$798K Sell
8,220
-685
-8% -$66.1K 0.22% 53
2024
Q1 		$872K Sell
8,905
-599
-6% -$58.6K 0.25% 53
2023
Q4 		$943K Sell
9,504
-1,075
-10% -$102K 0.31% 53
2023
Q3 		$995K Buy
10,579
+89
+0.8% +$8.57K 0.36% 47
2023
Q2 		$1.03M Buy
+10,490
New +$1.04M 0.36% 46

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 $5.72T AUM 30.48% 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
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

Platte River Wealth Advisors's AGG Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.4% in Q3 2024, selling an estimated $77.3K and leaving 7,445 shares worth $754K. The position accounts for 0.2% of the portfolio, ranked #55.

Platte River Wealth Advisors first reported a position in AGG in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.03M in Q2 2023. 1,792 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Platte River Wealth Advisors held 7,445 shares of iShares Core US Aggregate Bond ETF worth $754K as of Q3 2024.
  • Platte River Wealth Advisors sold 775 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $77.3K.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Platte River Wealth Advisors's portfolio in Q3 2024, its #55 holding.
  • Platte River Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 6 quarters since.
  • Platte River Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.03M in Q2 2023.
  • 1,792 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.