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

Tanglewood 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	–	Sell	-2,114	Closed	-$214K	–	35
2024 Q3	$214K	Hold	2,114	–	–	0.02%	34
2024 Q2	$205K	Hold	2,114	–	–	0.03%	30
2024 Q1	$207K	Hold	2,114	–	–	0.03%	32
2023 Q4	$210K	Buy	+2,114	New	+$201K	0.03%	32
2023 Q3	–	Sell	-74,803	Closed	-$7.33M	–	25
2023 Q2	$7.33M	Buy	74,803 +598	+0.8%	+$59.1K	1.05%	15
2023 Q1	$7.39M	Sell	74,205 -10,976	-13%	-$1.08M	1.07%	18
2022 Q4	$8.26M	Sell	85,181 -388,868	-82%	-$37.6M	1.24%	19
2022 Q3	$45.7M	Sell	474,049 -253,880	-35%	-$25.7M	6.89%	5
2022 Q2	$74M	Buy	+727,929	New	+$74.8M	9.98%	3

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

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

Tanglewood Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 2,114 shares — an estimated $214K sold.

Tanglewood Wealth Management first reported a position in AGG in Q2 2022 and held it in 9 quarters. The position peaked at $74M in Q2 2022. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

Tanglewood Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Tanglewood Wealth Management sold 2,114 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $214K.
Tanglewood Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 9 quarters.
Tanglewood Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $74M in Q2 2022.
1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Tanglewood Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.