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

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
Q4 		– Sell
-4,102
Closed -$415K – 207
2024
Q3 		$415K Buy
+4,102
New +$409K 0.06% 158
2023
Q1 		– Sell
-2,711
Closed -$263K – 208
2022
Q4 		$263K Sell
2,711
-700
-21% -$67.7K 0.05% 187
2022
Q3 		$329K Sell
3,411
-823
-19% -$83.2K 0.07% 160
2022
Q2 		$430K Hold
4,234
– – 0.08% 157
2022
Q1 		$453K Sell
4,234
-98
-2% -$10.8K 0.07% 158
2021
Q4 		$494K Sell
4,332
-588
-12% -$67.3K 0.08% 154
2021
Q3 		$565K Buy
4,920
+58
+1% +$6.72K 0.1% 144
2021
Q2 		$561K Sell
4,862
-254
-5% -$29.1K 0.1% 142
2021
Q1 		$582K Sell
5,116
-146
-3% -$16.9K 0.11% 139
2020
Q4 		$622K Sell
5,262
-289
-5% -$34K 0.13% 129
2020
Q3 		$655K Sell
5,551
-987
-15% -$117K 0.17% 119
2020
Q2 		$773K Buy
6,538
+11
+0.2% +$1.29K 0.23% 100
2020
Q1 		$753K Buy
6,527
+2,148
+49% +$245K 0.3% 89
2019
Q4 		$492K Sell
4,379
-43
-1% -$4.85K 0.17% 115
2019
Q3 		$500K Buy
4,422
+912
+26% +$103K 0.19% 108
2019
Q2 		$391K Buy
3,510
+184
+6% +$20.1K 0.15% 122
2019
Q1 		$363K Sell
3,326
-39
-1% -$4.18K 0.15% 126
2018
Q4 		$358K Buy
3,365
+764
+29% +$80.1K 0.16% 121
2018
Q3 		$274K Buy
2,601
+153
+6% +$16.2K 0.1% 145
2018
Q2 		$260K Sell
2,448
-3,310
-57% -$351K 0.1% 148
2018
Q1 		$618K Buy
+5,758
New +$618K 0.26% 104

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

River Wealth Advisors's AGG Position: Q4 2024 in Review

River Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 4,102 shares — an estimated $415K sold.

River Wealth Advisors first reported a position in AGG in Q1 2018 and held it in 21 quarters. The position peaked at $773K in Q2 2020. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • River Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • River Wealth Advisors sold 4,102 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $415K.
  • River Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 21 quarters.
  • River Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $773K in Q2 2020.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on River Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.