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Red Wave Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Red Wave Investments’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
-2,008
Closed -$203K – 106
2024
Q3 		$203K Buy
+2,008
New +$200K 0.07% 108
2024
Q1 		– Sell
-2,313
Closed -$230K – 109
2023
Q4 		$230K Hold
2,313
– – 0.09% 89
2023
Q3 		$218K Hold
2,313
– – 0.09% 85
2023
Q2 		$227K Sell
2,313
-560
-19% -$55.4K 0.09% 86
2023
Q1 		$286K Sell
2,873
-817
-22% -$80.7K 0.12% 76
2022
Q4 		$358K Buy
+3,690
New +$357K 0.15% 65

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Red Wave Investments's AGG Position: Q4 2024 in Review

Red Wave Investments sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 2,008 shares — an estimated $203K sold.

Red Wave Investments first reported a position in AGG in Q4 2022 and held it in 6 quarters. The position peaked at $358K in Q4 2022. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Red Wave Investments reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Red Wave Investments sold 2,008 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $203K.
  • Red Wave Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 6 quarters.
  • Red Wave Investments's iShares Core US Aggregate Bond ETF position peaked at $358K in Q4 2022.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Red Wave Investments's 13F filing for Q4 2024, filed 3 Feb 2025.