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Ramiah Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ramiah Investment 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
-2,242
Closed -$218K – 65
2024
Q2 		$218K Buy
2,242
+70
+3% +$6.76K 0.21% 57
2024
Q1 		$213K Buy
+2,172
New +$213K 0.2% 59
2022
Q3 		– Sell
-24,732
Closed -$2.51M – 38
2022
Q2 		$2.51M Buy
24,732
+102
+0.4% +$10.5K 2.05% 10
2022
Q1 		$2.64M Buy
24,630
+253
+1% +$27.8K 1.83% 8
2021
Q4 		$2.78M Buy
24,377
+1,363
+6% +$156K 1.88% 9
2021
Q3 		$2.64M Buy
23,014
+2,455
+12% +$285K 1.89% 15
2021
Q2 		$2.37M Buy
20,559
+304
+2% +$34.8K 1.7% 14
2021
Q1 		$2.31M Buy
20,255
+2,618
+15% +$303K 1.73% 13
2020
Q4 		$2.08M Buy
17,637
+840
+5% +$99K 1.74% 13
2020
Q3 		$1.98M Sell
16,797
-959
-5% -$114K 1.92% 11
2020
Q2 		$2.1M Buy
17,756
+1,257
+8% +$147K 2.22% 9
2020
Q1 		$1.9M Sell
16,499
-2,223
-12% -$253K 3.38% 8
2019
Q4 		$2.1M Buy
+18,722
New +$2.11M 2.08% 11

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

Ramiah Investment Group's AGG Position: Q3 2024 in Review

Ramiah Investment Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 2,242 shares — an estimated $218K sold.

Ramiah Investment Group first reported a position in AGG in Q4 2019 and held it in 13 quarters. The position peaked at $2.78M in Q4 2021. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Ramiah Investment Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ramiah Investment Group sold 2,242 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $218K.
  • Ramiah Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 13 quarters.
  • Ramiah Investment Group's iShares Core US Aggregate Bond ETF position peaked at $2.78M in Q4 2021.
  • 1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Ramiah Investment Group's 13F filing for Q3 2024, filed 29 May 2026.