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Allie Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Allie Family Office’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
-2,098
Closed -$205K – 99
2025
Q1 		$205K Buy
+2,098
New +$205K 0.11% 91

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

Allie Family Office's AGG Position: Q2 2025 in Review

Allie Family Office sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 2,098 shares — an estimated $205K sold.

Allie Family Office first reported a position in AGG in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Allie Family Office reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Allie Family Office sold 2,098 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $205K.
  • Allie Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Allie Family Office's iShares Core US Aggregate Bond ETF position peaked at $205K in Q1 2025.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Allie Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.