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Walden Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Walden Wealth 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
Q2 		$11.3M Buy
116,038
+2,017
+2% +$195K 6.29% 3
2024
Q1 		$11.1M Buy
114,021
+11,780
+12% +$1.15M 6.43% 3
2023
Q4 		$10.1M Buy
+102,241
New +$9.73M 6.39% 3

Other funds holding AGG

Jones Financial Companies
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Walden Wealth Partners's AGG Position: Q2 2024 in Review

Walden Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.8% in Q2 2024, buying an estimated $195K and bringing the position to 116,038 shares worth $11.3M. The position accounts for 6.29% of the portfolio, ranked #3.

Walden Wealth Partners first reported a position in AGG in Q4 2023 and has held it in 3 quarters since. 1,771 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

  • Walden Wealth Partners held 116,038 shares of iShares Core US Aggregate Bond ETF worth $11.3M as of Q2 2024.
  • Walden Wealth Partners bought 2,017 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $195K.
  • iShares Core US Aggregate Bond ETF made up 6.29% of Walden Wealth Partners's portfolio in Q2 2024, its #3 holding.
  • Walden Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,771 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.