TCTC Holdings’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TCTC Holdings’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 Q1	–	Sell	-123	Closed	-$12.2K	–	538
2023 Q4	$12.2K	Hold	123	–	–	﹤0.01%	404
2023 Q3	$11.6K	Hold	123	–	–	﹤0.01%	360
2023 Q2	$12K	Hold	123	–	–	﹤0.01%	350
2023 Q1	$12.3K	Hold	123	–	–	﹤0.01%	375
2022 Q4	$11.9K	Hold	123	–	–	﹤0.01%	354
2022 Q3	$12K	Buy	+123	New	+$12.4K	﹤0.01%	342
2022 Q1	–	Sell	-76	Closed	-$9K	–	433
2021 Q4	$9K	Hold	76	–	–	﹤0.01%	394
2021 Q3	$9K	Hold	76	–	–	﹤0.01%	399
2021 Q2	$9K	Hold	76	–	–	﹤0.01%	362
2021 Q1	$9K	Hold	76	–	–	﹤0.01%	358
2020 Q4	$9K	Hold	76	–	–	﹤0.01%	350
2020 Q3	$9K	Hold	76	–	–	﹤0.01%	336
2020 Q2	$9K	Buy	+76	New	+$8.9K	﹤0.01%	333

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TCTC Holdings's AGG Position: Q1 2024 in Review

TCTC Holdings sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 123 shares — an estimated $12.2K sold.

TCTC Holdings first reported a position in AGG in Q2 2020 and held it in 13 quarters. The position peaked at $12.3K in Q1 2023. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

TCTC Holdings reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
TCTC Holdings sold 123 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $12.2K.
TCTC Holdings first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 13 quarters.
TCTC Holdings's iShares Core US Aggregate Bond ETF position peaked at $12.3K in Q1 2023.
1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on TCTC Holdings's 13F filing for Q1 2024, filed 9 May 2024.