WC
AGG icon

Westwind Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Westwind Capital’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
-601
Closed -$61K – 41
2024
Q3 		$61K Sell
601
-21,492
-97% -$2.14M 0.01% 41
2024
Q2 		$58K Buy
22,093
+21,492
+3,576% +$2.07M 0.01% 39
2024
Q1 		$59K Hold
601
– – 0.01% 36
2023
Q4 		$5.96M Hold
601
– – 1.63% 20
2023
Q3 		$57K Hold
601
– – 0.02% 36
2023
Q2 		$59K Sell
601
-482
-45% -$47.6K 0.02% 38
2023
Q1 		$108K Sell
1,083
-1,762
-62% -$174K 0.03% 33
2022
Q4 		$276K Buy
2,845
+170
+6% +$16.4K 0.09% 27
2022
Q3 		$258K Sell
2,675
-365
-12% -$36.9K 0.09% 29
2022
Q2 		$309K Buy
3,040
+28
+0.9% +$2.88K 0.1% 28
2022
Q1 		$323K Sell
3,012
-142
-5% -$15.6K 0.09% 26
2021
Q4 		$360K Buy
3,154
+528
+20% +$60.4K 0.09% 25
2021
Q3 		$302K Buy
2,626
+145
+6% +$16.8K 0.08% 24
2021
Q2 		$286K Sell
2,481
-132
-5% -$15.1K 0.07% 26
2021
Q1 		$297K Buy
2,613
+972
+59% +$113K 0.09% 24
2020
Q4 		$194K Buy
1,641
+406
+33% +$47.8K 0.06% 23
2020
Q3 		$146K Buy
1,235
+59
+5% +$7K 0.05% 27
2020
Q2 		$139K Sell
1,176
-3
-0.3% -$351 0.05% 26
2020
Q1 		$136K Buy
1,179
+76
+7% +$8.66K 0.07% 25
2019
Q4 		$124K Buy
1,103
+202
+22% +$22.8K 0.06% 25
2019
Q3 		$102K Sell
901
-108
-11% -$12.1K 0.05% 27
2019
Q2 		$112K Buy
1,009
+100
+11% +$10.9K 0.06% 25
2019
Q1 		$99K Buy
909
+60
+7% +$6.43K 0.06% 28
2018
Q4 		$90K Buy
849
+5
+0.6% +$524 0.06% 28
2018
Q3 		$89K Buy
844
+88
+12% +$9.34K 0.06% 27
2018
Q2 		$80K Buy
756
+60
+9% +$6.36K 0.06% 27
2018
Q1 		$75K Buy
+696
New +$74.7K 0.06% 22

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

Westwind Capital's AGG Position: Q4 2024 in Review

Westwind Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 601 shares — an estimated $61K sold.

Westwind Capital first reported a position in AGG in Q1 2018 and held it in 27 quarters. The position peaked at $5.96M in Q4 2023. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Westwind Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Westwind Capital sold 601 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $61K.
  • Westwind Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 27 quarters.
  • Westwind Capital's iShares Core US Aggregate Bond ETF position peaked at $5.96M in Q4 2023.
  • 1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Westwind Capital's 13F filing for Q4 2024, filed 7 Jan 2025.