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

AJ 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
-89,140
Closed -$8.64M – 36
2024
Q4 		$8.64M Buy
89,140
+1,749
+2% +$172K 4.48% 9
2024
Q3 		$8.85M Sell
87,391
-833
-0.9% -$83.1K 4.54% 9
2024
Q2 		$8.56M Buy
88,224
+2,806
+3% +$271K 4.74% 8
2024
Q1 		$8.37M Buy
85,418
+255
+0.3% +$25K 4.61% 9
2023
Q4 		$8.45M Buy
85,163
+4,716
+6% +$449K 5.2% 8
2023
Q3 		$7.57M Sell
80,447
-28,556
-26% -$2.75M 5.69% 8
2023
Q2 		$10.7M Sell
109,003
-703
-0.6% -$69.5K 7.43% 6
2023
Q1 		$10.9M Buy
109,706
+2,601
+2% +$257K 8.03% 5
2022
Q4 		$10.4M Buy
+107,105
New +$10.4M 8.33% 4

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

AJ Advisors's AGG Position: Q1 2025 in Review

AJ Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 89,140 shares — an estimated $8.64M sold.

AJ Advisors first reported a position in AGG in Q4 2022 and held it in 9 quarters. The position peaked at $10.9M in Q1 2023. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • AJ Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • AJ Advisors sold 89,140 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $8.64M.
  • AJ Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 9 quarters.
  • AJ Advisors's iShares Core US Aggregate Bond ETF position peaked at $10.9M in Q1 2023.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on AJ Advisors's 13F filing for Q1 2025, filed 6 May 2025.