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1900 Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

1900 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
2025
Q1 		– Sell
-2,247
Closed -$218K – 215
2024
Q4 		$218K Sell
2,247
-319
-12% -$31.4K 0.02% 211
2024
Q3 		$260K Buy
2,566
+4
+0.2% +$399 0.02% 200
2024
Q2 		$249K Sell
2,562
-718
-22% -$69.3K 0.02% 202
2024
Q1 		$321K Sell
3,280
-30,141
-90% -$2.95M 0.03% 194
2023
Q4 		$3.32M Sell
33,421
-57,865
-63% -$5.51M 0.3% 66
2023
Q3 		$8.58M Buy
91,286
+65,488
+254% +$6.31M 0.86% 26
2023
Q2 		$2.53M Buy
25,798
+16,533
+178% +$1.63M 0.26% 74
2023
Q1 		$901K Hold
9,265
– – 0.1% 124
2022
Q4 		$899K Sell
9,265
-630
-6% -$60.9K 0.1% 126
2022
Q3 		$954K Buy
9,895
+600
+6% +$60.7K 0.11% 115
2022
Q2 		$945K Buy
9,295
+1,845
+25% +$190K 0.1% 119
2022
Q1 		$798K Buy
7,450
+272
+4% +$29.9K 0.08% 132
2021
Q4 		$819K Sell
7,178
-1,150
-14% -$132K 0.07% 141
2021
Q3 		$956K Buy
8,328
+284
+4% +$32.9K 0.09% 127
2021
Q2 		$928K Buy
8,044
+587
+8% +$67.3K 0.09% 119
2021
Q1 		$849K Sell
7,457
-47,353
-86% -$5.48M 0.06% 104
2020
Q4 		$6.48M Buy
+54,810
New +$6.46M 0.76% 32

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

1900 Wealth Management's AGG Position: Q1 2025 in Review

1900 Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 2,247 shares — an estimated $218K sold.

1900 Wealth Management first reported a position in AGG in Q4 2020 and held it in 17 quarters. The position peaked at $8.58M in Q3 2023. 1,931 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • 1900 Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • 1900 Wealth Management sold 2,247 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $218K.
  • 1900 Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 17 quarters.
  • 1900 Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $8.58M in Q3 2023.
  • 1,931 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on 1900 Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.