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Abacus Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Abacus Wealth Partners’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
-3,392
Closed -$329K – 92
2024
Q4 		$329K Buy
+3,392
New +$334K 0.05% 60

Other funds holding AGG

Jones Financial Companies
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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

Abacus Wealth Partners's AGG Position: Q1 2025 in Review

Abacus Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 3,392 shares — an estimated $329K sold.

Abacus Wealth Partners first reported a position in AGG in Q4 2024 and held it in 1 quarter. The position peaked at $329K in Q4 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Abacus Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Abacus Wealth Partners sold 3,392 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $329K.
  • Abacus Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Abacus Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $329K in Q4 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Abacus Wealth Partners's 13F filing for Q1 2025, filed 8 May 2025.