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

Adero 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 		$317K Buy
3,200
+1,000
+45% +$97.8K 0.02% 167
2024
Q4 		$213K Sell
2,200
-389
-15% -$38.3K 0.01% 224
2024
Q3 		$262K Buy
2,589
+389
+18% +$38.8K 0.02% 187
2024
Q2 		$214K Hold
2,200
– – 0.02% 191
2024
Q1 		$215K Hold
2,200
– – 0.02% 182
2023
Q4 		$218K Sell
2,200
-586
-21% -$55.8K 0.02% 176
2023
Q3 		$262K Buy
+2,786
New +$268K 0.03% 150

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

Adero Partners's AGG Position: Q1 2025 in Review

Adero Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 45% in Q1 2025, buying an estimated $97.8K and bringing the position to 3,200 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #167.

Adero Partners first reported a position in AGG in Q3 2023 and has held it in 7 quarters since. 1,926 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Adero Partners held 3,200 shares of iShares Core US Aggregate Bond ETF worth $317K as of Q1 2025.
  • Adero Partners bought 1,000 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $97.8K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #167 holding.
  • Adero Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 7 quarters since.
  • 1,926 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.