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Smart Money Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Smart Money Group’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
-2,612
Closed -$257K – 97
2024
Q3 		$257K Buy
2,612
+211
+9% +$21.1K 0.09% 90
2024
Q2 		$238K Buy
+2,401
New +$232K 0.09% 88
2022
Q1 		– Sell
-2,715
Closed -$310K – 56
2021
Q4 		$310K Sell
2,715
-238
-8% -$27.2K 0.2% 56
2021
Q3 		$339K Buy
+2,953
New +$342K 0.25% 52
2021
Q2 		– Sell
-3,068
Closed -$349K – 49
2021
Q1 		$349K Sell
3,068
-23,515
-88% -$2.72M 0.29% 50
2020
Q4 		$3.14M Sell
26,583
-2,665
-9% -$314K 2.64% 13
2020
Q3 		$3.45M Buy
29,248
+27,054
+1,233% +$3.21M 1.49% 22
2020
Q2 		$259K Buy
+2,194
New +$257K 0.15% 75

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

Smart Money Group's AGG Position: Q4 2024 in Review

Smart Money Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 2,612 shares — an estimated $257K sold.

Smart Money Group first reported a position in AGG in Q2 2020 and held it in 8 quarters. The position peaked at $3.45M in Q3 2020. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Smart Money Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Smart Money Group sold 2,612 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $257K.
  • Smart Money Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 8 quarters.
  • Smart Money Group's iShares Core US Aggregate Bond ETF position peaked at $3.45M in Q3 2020.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Smart Money Group's 13F filing for Q4 2024, filed 16 Jan 2025.