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

Sugarloaf 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 		$1.17K Hold
12
– – ﹤0.01% 645
2024
Q3 		$1.2K Hold
12
– – ﹤0.01% 633
2024
Q2 		$1.14K Hold
12
– – ﹤0.01% 609
2024
Q1 		$1.14K Sell
12
-1,178
-99% -$115K ﹤0.01% 619
2023
Q4 		$118K Buy
1,190
+1
+0.1% +$95 0.03% 204
2023
Q3 		$112K Hold
1,189
– – 0.03% 194
2023
Q2 		$116K Sell
1,189
-35
-3% -$3.46K 0.03% 193
2023
Q1 		$122K Hold
1,224
– – 0.03% 183
2022
Q4 		$119K Sell
1,224
-109
-8% -$10.5K 0.03% 179
2022
Q3 		$129K Sell
1,333
-522
-28% -$52.8K 0.03% 171
2022
Q2 		$189K Buy
1,855
+4
+0.2% +$411 0.05% 126
2022
Q1 		$198K Buy
1,851
+1
+0.1% +$110 0.05% 123
2021
Q4 		$211K Buy
1,850
+3
+0.2% +$343 0.05% 121
2021
Q3 		$212K Sell
1,847
-298
-14% -$34.5K 0.06% 117
2021
Q2 		$247K Sell
2,145
-2,029
-49% -$232K 0.07% 107
2021
Q1 		$244 Sell
4,174
-127,642
-97% -$14.8M 0.07% 105
2020
Q4 		$15.6M Buy
131,816
+3,483
+3% +$410K 5.21% 4
2020
Q3 		$15.2M Sell
128,333
-250
-0.2% -$29.7K 5.54% 4
2020
Q2 		$15.2M Buy
128,583
+4,956
+4% +$580K 5.83% 4
2020
Q1 		$14.3M Buy
123,627
+63,598
+106% +$7.25M 6.39% 4
2019
Q4 		$6.75M Buy
+60,029
New +$6.76M 2.87% 8

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

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

Sugarloaf Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q4 2024 at 12 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Sugarloaf Wealth Management first reported a position in AGG in Q4 2019 and has held it in 21 quarters since. The position peaked at $15.6M in Q4 2020. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Sugarloaf Wealth Management held 12 shares of iShares Core US Aggregate Bond ETF worth $1.17K as of Q4 2024.
  • Sugarloaf Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q4 2024.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #645 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $15.6M in Q4 2020.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.