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WR Wealth Planners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WR Wealth Planners’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 		$54.4K Hold
561
– – 0.02% 311
2024
Q3 		$56.8K Sell
561
-184
-25% -$18.4K 0.02% 326
2024
Q2 		$72.3K Sell
745
-1,366
-65% -$132K 0.02% 288
2024
Q1 		$207K Buy
+2,111
New +$207K 0.06% 165
2023
Q4 		– Sell
-1,026
Closed -$96.5K – 204
2023
Q3 		$96.5K Buy
1,026
+98
+11% +$9.44K 0.04% 241
2023
Q2 		$90.9K Buy
928
+117
+14% +$11.6K 0.04% 255
2023
Q1 		$80.8K Buy
+811
New +$80.2K 0.03% 264

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

WR Wealth Planners's AGG Position: Q4 2024 in Review

WR Wealth Planners held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q4 2024 at 561 shares worth $54.4K. The position accounts for 0.02% of the portfolio, ranked #311.

WR Wealth Planners first reported a position in AGG in Q1 2023 and has held it in 7 quarters since. The position peaked at $207K in Q1 2024. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • WR Wealth Planners held 561 shares of iShares Core US Aggregate Bond ETF worth $54.4K as of Q4 2024.
  • WR Wealth Planners left its iShares Core US Aggregate Bond ETF share count unchanged in Q4 2024.
  • iShares Core US Aggregate Bond ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #311 holding.
  • WR Wealth Planners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's iShares Core US Aggregate Bond ETF position peaked at $207K in Q1 2024.
  • 1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.