Yoder Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Yoder Wealth Management’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	-2,052	Closed	-$208K	–	111
2024 Q3	$208K	Buy	+2,052	New	+$205K	0.12%	107
2024 Q2	–	Sell	-2,052	Closed	-$201K	–	104
2024 Q1	$201K	Sell	2,052 -186	-8%	-$18.2K	0.13%	104
2023 Q4	$222K	Sell	2,238 -445	-17%	-$42.3K	0.16%	89
2023 Q3	$252K	Sell	2,683 -945	-26%	-$91K	0.21%	65
2023 Q2	$355K	Sell	3,628 -315	-8%	-$31.1K	0.28%	57
2023 Q1	$393K	Buy	+3,943	New	+$390K	0.33%	53

Other funds holding AGG

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Yoder Wealth Management's AGG Position: Q4 2024 in Review

Yoder Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 2,052 shares — an estimated $208K sold.

Yoder Wealth Management first reported a position in AGG in Q1 2023 and held it in 6 quarters. The position peaked at $393K in Q1 2023. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

Yoder Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Yoder Wealth Management sold 2,052 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $208K.
Yoder Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 6 quarters.
Yoder Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $393K in Q1 2023.
1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Yoder Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.