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

Sanctuary 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	$19.3K	Buy	+199	New	+$19.6K	0.01%	139

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Sanctuary Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2024: 199 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #139 among its holdings.

1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

Sanctuary Wealth Management held 199 shares of iShares Core US Aggregate Bond ETF worth $19.3K as of Q4 2024.
iShares Core US Aggregate Bond ETF was a new Sanctuary Wealth Management position in Q4 2024.
iShares Core US Aggregate Bond ETF made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #139 holding.
1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.