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

49 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
-5,655
Closed -$548K – 190
2024
Q4 		$548K Buy
+5,655
New +$557K 0.08% 78
2024
Q3 		– Sell
-59,698
Closed -$5.75M – 181
2024
Q2 		$5.75M Buy
+59,698
New +$5.76M 1.13% 24

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

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

49 Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 5,655 shares — an estimated $548K sold.

49 Wealth Management first reported a position in AGG in Q2 2024 and held it in 2 quarters. The position peaked at $5.75M in Q2 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • 49 Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • 49 Wealth Management sold 5,655 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $548K.
  • 49 Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 2 quarters.
  • 49 Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $5.75M in Q2 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on 49 Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.