AWM
AGG icon

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

Accredited 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
Q3 		$14K Sell
465
-1,640
-78% -$163K 0.01% 230
2025
Q2 		$209K Hold
2,105
– – 0.17% 64
2025
Q1 		$208K Hold
2,105
– – 0.18% 55
2024
Q4 		$204K Buy
+2,105
New +$207K 0.18% 65

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Accredited Wealth Management's AGG Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 78% in Q3 2025, selling an estimated $163K and leaving 465 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #230.

Accredited Wealth Management first reported a position in AGG in Q4 2024 and has held it in 4 quarters since. The position peaked at $209K in Q2 2025. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Accredited Wealth Management held 465 shares of iShares Core US Aggregate Bond ETF worth $14K as of Q3 2025.
  • Accredited Wealth Management sold 1,640 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $163K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #230 holding.
  • Accredited Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $209K in Q2 2025.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.