25 LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

25 LLC’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
2026 Q2	$336K	Hold	3,391	–	–	0.09%	56
2026 Q1	$337K	Hold	3,391	–	–	0.1%	50
2025 Q4	$339K	Sell	3,391 -730	-18%	-$73.3K	0.11%	51
2025 Q3	$413K	Hold	4,121	–	–	0.14%	44
2025 Q2	$409K	Buy	4,121 +47	+1%	+$4.61K	0.15%	43
2025 Q1	$403K	Hold	4,074	–	–	0.17%	39
2024 Q4	$395K	Hold	4,074	–	–	0.17%	39
2024 Q3	$413K	Buy	4,074 +30	+0.7%	+$2.99K	0.18%	38
2024 Q2	$393K	Sell	4,044 -2,910	-42%	-$281K	0.19%	36
2024 Q1	$681K	Buy	6,954 +422	+6%	+$41.3K	0.33%	25
2023 Q4	$648K	Buy	6,532 +1,227	+23%	+$117K	0.33%	25
2023 Q3	$499K	Sell	5,305 -727	-12%	-$70K	0.3%	23
2023 Q2	$594K	Buy	6,032 +745	+14%	+$73.6K	0.33%	22
2023 Q1	$524K	Buy	+5,287	New	+$523K	0.32%	22

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

25 LLC's AGG Position: Q2 2026 in Review

25 LLC held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 3,391 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #56.

25 LLC first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $681K in Q1 2024. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

25 LLC held 3,391 shares of iShares Core US Aggregate Bond ETF worth $336K as of Q2 2026.
25 LLC left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.09% of 25 LLC's portfolio in Q2 2026, its #56 holding.
25 LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
25 LLC's iShares Core US Aggregate Bond ETF position peaked at $681K in Q1 2024.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on 25 LLC's 13F filing for Q2 2026, filed 28 Jul 2026.