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ACT Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

ACT Advisors’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
-5,124
Closed -$497K – 59
2024
Q4 		$497K Buy
5,124
+2,816
+122% +$277K 0.27% 28
2024
Q3 		$234K Buy
2,308
+11
+0.5% +$1.1K 0.11% 41
2024
Q2 		$223K Buy
2,297
+19
+0.8% +$1.83K 0.12% 40
2024
Q1 		$223K Hold
2,278
– – 0.12% 37
2023
Q4 		$226K Sell
2,278
-26
-1% -$2.47K 0.13% 37
2023
Q3 		$217K Sell
2,304
-32
-1% -$3.08K 0.13% 35
2023
Q2 		$229K Sell
2,336
-1,825
-44% -$180K 0.15% 27
2023
Q1 		$415K Sell
4,161
-104
-2% -$10.3K 0.27% 22
2022
Q4 		$414K Sell
4,265
-237
-5% -$22.9K 0.26% 23
2022
Q3 		$434K Sell
4,502
-21
-0.5% -$2.12K 0.3% 21
2022
Q2 		$460K Sell
4,523
-709
-14% -$72.9K 0.34% 19
2022
Q1 		$560K Sell
5,232
-1,271
-20% -$140K 0.36% 17
2021
Q4 		$742K Buy
6,503
+466
+8% +$53.3K 0.54% 19
2021
Q3 		$693K Sell
6,037
-493
-8% -$57.1K 0.53% 20
2021
Q2 		$756K Hold
6,530
– – 0.57% 20
2021
Q1 		$747K Sell
6,530
-416
-6% -$48.2K 0.59% 19
2020
Q4 		$821K Buy
+6,946
New +$818K 0.74% 17

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

ACT Advisors's AGG Position: Q1 2025 in Review

ACT Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 5,124 shares — an estimated $497K sold.

ACT Advisors first reported a position in AGG in Q4 2020 and held it in 17 quarters. The position peaked at $821K in Q4 2020. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • ACT Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • ACT Advisors sold 5,124 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $497K.
  • ACT Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 17 quarters.
  • ACT Advisors's iShares Core US Aggregate Bond ETF position peaked at $821K in Q4 2020.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on ACT Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.