Silicon Valley Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Silicon Valley Capital Partners’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	-236	Closed	-$23.9K	–	314
2024 Q3	$23.9K	Buy	236 +2	+0.9%	+$200	﹤0.01%	178
2024 Q2	$22.7K	Buy	234 +3	+1%	+$290	﹤0.01%	181
2024 Q1	$22.7K	Buy	231 +1	+0.4%	+$98	﹤0.01%	174
2023 Q4	$22.8K	Buy	230 +3	+1%	+$285	﹤0.01%	174
2023 Q3	$21.4K	Buy	227 +1	+0.4%	+$96	﹤0.01%	144
2023 Q2	$22.1K	Buy	226 +2	+0.9%	+$198	﹤0.01%	144
2023 Q1	$22.3K	Buy	224 +1	+0.4%	+$99	﹤0.01%	134
2022 Q4	$21.6K	Buy	+223	New	+$21.6K	﹤0.01%	127

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

Silicon Valley Capital Partners's AGG Position: Q4 2024 in Review

Silicon Valley Capital Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 236 shares — an estimated $23.9K sold.

Silicon Valley Capital Partners first reported a position in AGG in Q4 2022 and held it in 8 quarters. The position peaked at $23.9K in Q3 2024. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

Silicon Valley Capital Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 236 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $23.9K.
Silicon Valley Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 8 quarters.
Silicon Valley Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $23.9K in Q3 2024.
1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q4 2024, filed 29 Jan 2025.