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Sweet Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sweet Financial 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
Q3 		$228K Buy
+2,247
New +$224K 0.05% 180
2023
Q1 		– Sell
-2,088
Closed -$203K – 172
2022
Q4 		$203K Buy
+2,088
New +$202K 0.06% 162

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Sweet Financial Partners's AGG Position: Q3 2024 in Review

Sweet Financial Partners opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2024: 2,247 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #180 among its holdings. This is a return to the name: Sweet Financial Partners previously reported a position in AGG as recently as Q4 2022.

Sweet Financial Partners first reported a position in AGG in Q4 2022 and has held it in 2 quarters since. 1,797 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Sweet Financial Partners held 2,247 shares of iShares Core US Aggregate Bond ETF worth $228K as of Q3 2024.
  • iShares Core US Aggregate Bond ETF was a new Sweet Financial Partners position in Q3 2024.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #180 holding.
  • Sweet Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,797 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.