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

Reston 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
-1,616
Closed -$164K – 63
2024
Q3 		$164K Buy
+1,616
New +$161K 0.06% 58
2024
Q1 		– Sell
-3,197
Closed -$317K – 53
2023
Q4 		$317K Sell
3,197
-1,797
-36% -$171K 0.15% 39
2023
Q3 		$470K Buy
+4,994
New +$481K 0.24% 27
2023
Q1 		– Sell
-16,168
Closed -$1.57M – 46
2022
Q4 		$1.57M Buy
+16,168
New +$1.56M 0.87% 16
2022
Q3 		– Sell
-5,786
Closed -$588K – 50
2022
Q2 		$588K Buy
5,786
+2,850
+97% +$293K 0.33% 27
2022
Q1 		$314K Buy
+2,936
New +$323K 0.16% 41
2021
Q1 		– Sell
-1,779
Closed -$210K – 51
2020
Q4 		$210K Buy
1,779
+8
+0.5% +$942 0.12% 46
2020
Q3 		$209K Buy
1,771
+6
+0.3% +$712 0.13% 39
2020
Q2 		$209K Buy
1,765
+8
+0.5% +$937 0.14% 41
2020
Q1 		$203K Buy
+1,757
New +$200K 0.16% 42
2019
Q4 		– Sell
-3,649
Closed -$413K – 44
2019
Q3 		$413K Buy
3,649
+20
+0.6% +$2.25K 0.37% 25
2019
Q2 		$404K Buy
3,629
+757
+26% +$82.8K 0.32% 31
2019
Q1 		$311K Buy
2,872
+142
+5% +$15.2K 0.25% 38
2018
Q4 		$291K Buy
+2,730
New +$286K 0.28% 34

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

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

Reston Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 1,616 shares — an estimated $164K sold.

Reston Wealth Management first reported a position in AGG in Q4 2018 and held it in 14 quarters. The position peaked at $1.57M in Q4 2022. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Reston Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 1,616 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $164K.
  • Reston Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 14 quarters.
  • Reston Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.57M in Q4 2022.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.