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A&I Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

A&I Financial Services’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
-25,135
Closed -$2.44M – 73
2024
Q4 		$2.44M Buy
+25,135
New +$2.48M 2.37% 8
2018
Q1 		– Sell
-4,687
Closed -$512K – 17
2017
Q4 		$512K Buy
+4,687
New +$512K 1.01% 18

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

A&I Financial Services's AGG Position: Q1 2025 in Review

A&I Financial Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 25,135 shares — an estimated $2.44M sold.

A&I Financial Services first reported a position in AGG in Q4 2017 and held it in 2 quarters. The position peaked at $2.44M in Q4 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • A&I Financial Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • A&I Financial Services sold 25,135 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $2.44M.
  • A&I Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 2 quarters.
  • A&I Financial Services's iShares Core US Aggregate Bond ETF position peaked at $2.44M in Q4 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on A&I Financial Services's 13F filing for Q1 2025, filed 1 May 2025.