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Advisor Resource Council’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-38,596
Closed -$3.82M – 201
2025
Q1 		$3.82M Buy
38,596
+33,976
+735% +$3.32M 0.31% 84
2024
Q4 		$448K Buy
4,620
+1,052
+29% +$104K 0.32% 37
2024
Q3 		$361K Buy
+3,568
New +$356K 0.16% 153
2024
Q1 		– Sell
-3,308
Closed -$328K – 242
2023
Q4 		$328K Buy
+3,308
New +$315K 0.04% 327
2022
Q3 		– Sell
-5,775
Closed -$587K – 163
2022
Q2 		$587K Buy
+5,775
New +$593K 0.05% 267
2022
Q1 		– Sell
-9,846
Closed -$1.12M – 224
2021
Q4 		$1.12M Buy
9,846
+6,119
+164% +$700K 0.09% 224
2021
Q3 		$430K Sell
3,727
-3,903
-51% -$452K 0.13% 148
2021
Q2 		$880K Buy
+7,630
New +$874K 0.09% 223

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Advisor Resource Council's AGG Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 38,596 shares — an estimated $3.82M sold.

Advisor Resource Council first reported a position in AGG in Q2 2021 and held it in 8 quarters. The position peaked at $3.82M in Q1 2025. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Advisor Resource Council reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 38,596 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $3.82M.
  • Advisor Resource Council first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 8 quarters.
  • Advisor Resource Council's iShares Core US Aggregate Bond ETF position peaked at $3.82M in Q1 2025.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.