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SignalPoint Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SignalPoint Asset 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 		$382K Buy
3,944
+1,911
+94% +$188K 0.09% 162
2024
Q3 		$206K Sell
2,033
-400
-16% -$39.9K 0.05% 258
2024
Q2 		$236K Sell
2,433
-100
-4% -$9.65K 0.06% 226
2024
Q1 		$248K Buy
2,533
+26
+1% +$2.54K 0.07% 208
2023
Q4 		$248K Buy
2,507
+282
+13% +$26.8K 0.07% 193
2023
Q3 		$209K Sell
2,225
-100
-4% -$9.63K 0.07% 199
2023
Q2 		$228K Buy
2,325
+88
+4% +$8.7K 0.07% 194
2023
Q1 		$223K Sell
2,237
-56
-2% -$5.53K 0.07% 194
2022
Q4 		$222K Buy
2,293
+30
+1% +$2.9K 0.08% 199
2022
Q3 		$218K Hold
2,263
– – 0.08% 191
2022
Q2 		$230K Hold
2,263
– – 0.08% 188
2022
Q1 		$242K Buy
+2,263
New +$249K 0.08% 200
2021
Q4 		– Sell
-4,389
Closed -$504K – 239
2021
Q3 		$504K Hold
4,389
– – 0.16% 126
2021
Q2 		$506K Buy
4,389
+137
+3% +$15.7K 0.16% 130
2021
Q1 		$484K Buy
+4,252
New +$492K 0.17% 128

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SignalPoint Asset Management's AGG Position: Q4 2024 in Review

SignalPoint Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 94% in Q4 2024, buying an estimated $188K and bringing the position to 3,944 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #162.

SignalPoint Asset Management first reported a position in AGG in Q1 2021 and has held it in 15 quarters since. The position peaked at $506K in Q2 2021. 1,941 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • SignalPoint Asset Management held 3,944 shares of iShares Core US Aggregate Bond ETF worth $382K as of Q4 2024.
  • SignalPoint Asset Management bought 1,911 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $188K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of SignalPoint Asset Management's portfolio in Q4 2024, its #162 holding.
  • SignalPoint Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • SignalPoint Asset Management's iShares Core US Aggregate Bond ETF position peaked at $506K in Q2 2021.
  • 1,941 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.