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Williams & Novak’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Williams & Novak’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 		– Sell
-3,185
Closed -$309K – 130
2024
Q2 		$309K Buy
+3,185
New +$307K 0.29% 82

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Williams & Novak's AGG Position: Q3 2024 in Review

Williams & Novak sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2024, closing a stake of 3,185 shares — an estimated $309K sold.

Williams & Novak first reported a position in AGG in Q2 2024 and held it in 1 quarter. The position peaked at $309K in Q2 2024. 1,791 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Williams & Novak reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Williams & Novak sold 3,185 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $309K.
  • Williams & Novak first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Williams & Novak's iShares Core US Aggregate Bond ETF position peaked at $309K in Q2 2024.
  • 1,791 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Williams & Novak's 13F filing for Q3 2024, filed 7 Oct 2024.