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

Almanack Investment 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
Q4 		– Sell
-2,777
Closed -$278K – 172
2025
Q3 		$278K Buy
2,777
+343
+14% +$34K 0.04% 159
2025
Q2 		$241K Buy
+2,434
New +$238K 0.04% 180
2023
Q4 		– Sell
-3,405
Closed -$320K – 160
2023
Q3 		$320K Buy
+3,405
New +$328K 0.06% 105
2023
Q2 		– Sell
-3,169
Closed -$316K – 168
2023
Q1 		$316K Buy
3,169
+89
+3% +$8.8K 0.06% 124
2022
Q4 		$299K Sell
3,080
-32,411
-91% -$3.13M 0.06% 129
2022
Q3 		$3.42M Buy
35,491
+3,690
+12% +$373K 0.67% 16
2022
Q2 		$3.23M Buy
31,801
+15,503
+95% +$1.59M 0.32% 55
2022
Q1 		$1.75M Sell
16,298
-1,664
-9% -$183K 0.15% 102
2021
Q4 		$2.05M Buy
17,962
+3,975
+28% +$455K 0.17% 89
2021
Q3 		$1.61M Sell
13,987
-19,443
-58% -$2.25M 0.14% 108
2021
Q2 		$3.86M Buy
33,430
+299
+0.9% +$34.3K 0.37% 53
2021
Q1 		$3.77M Buy
33,131
+26,487
+399% +$3.07M 0.38% 54
2020
Q4 		$785K Sell
6,644
-482
-7% -$56.8K 0.09% 144
2020
Q3 		$834K Buy
7,126
+2,282
+47% +$271K 0.1% 130
2020
Q2 		$573K Buy
4,844
+317
+7% +$37.1K 0.1% 110
2020
Q1 		$522K Sell
4,527
-111
-2% -$12.7K 0.11% 120
2019
Q4 		$521K Buy
4,638
+1,848
+66% +$208K 0.1% 101
2019
Q3 		$316K Buy
+2,790
New +$314K 0.06% 154
2017
Q3 		– Sell
-3,527
Closed -$386K – 150
2017
Q2 		$386K Sell
3,527
-402
-10% -$43.9K 0.22% 74
2017
Q1 		$426K Sell
3,929
-632
-14% -$68.4K 0.32% 57
2016
Q4 		$493K Buy
+4,561
New +$500K 0.41% 30

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Almanack Investment Partners's AGG Position: Q4 2025 in Review

Almanack Investment Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 2,777 shares — an estimated $278K sold.

Almanack Investment Partners first reported a position in AGG in Q4 2016 and held it in 21 quarters. The position peaked at $3.86M in Q2 2021. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Almanack Investment Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 2,777 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $278K.
  • Almanack Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 21 quarters.
  • Almanack Investment Partners's iShares Core US Aggregate Bond ETF position peaked at $3.86M in Q2 2021.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Almanack Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.