ACS
AGG icon

Archford Capital Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Archford Capital Strategies’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
Q3 		– Sell
-2,612
Closed -$259K – 325
2025
Q2 		$259K Sell
2,612
-7
-0.3% -$686 0.03% 281
2025
Q1 		$259K Sell
2,619
-431
-14% -$42.1K 0.04% 264
2024
Q4 		$296K Buy
3,050
+157
+5% +$15.5K 0.04% 230
2024
Q3 		$288K Sell
2,893
-417
-13% -$41.6K 0.04% 223
2024
Q2 		$321K Hold
3,310
– – 0.05% 213
2024
Q1 		$324K Buy
3,310
+121
+4% +$11.8K 0.05% 214
2023
Q4 		$317K Sell
3,189
-31
-1% -$2.95K 0.06% 207
2023
Q3 		$303K Sell
3,220
-3,504
-52% -$337K 0.06% 236
2023
Q2 		$658K Sell
6,724
-5
-0.1% -$494 0.12% 170
2023
Q1 		$676K Sell
6,729
-3,555
-35% -$351K 0.14% 165
2022
Q4 		$997K Sell
10,284
-102,099
-91% -$9.87M 0.23% 107
2022
Q3 		$10.8M Buy
112,383
+2,363
+2% +$239K 2.79% 4
2022
Q2 		$11.2M Sell
110,020
-592
-0.5% -$60.8K 2.81% 4
2022
Q1 		$11.7M Buy
110,612
+9,794
+10% +$1.08M 2.61% 5
2021
Q4 		$11.5M Sell
100,818
-385
-0.4% -$44K 2.63% 4
2021
Q3 		$11.6M Buy
101,203
+7,391
+8% +$857K 2.74% 3
2021
Q2 		$10.8M Buy
93,812
+11,816
+14% +$1.35M 2.71% 3
2021
Q1 		$9.42M Buy
81,996
+6,395
+8% +$741K 2.5% 4
2020
Q4 		$8.85M Buy
75,601
+11,565
+18% +$1.36M 2.04% 5
2020
Q3 		$7.56M Buy
64,036
+5,214
+9% +$618K 2.03% 6
2020
Q2 		$6.95M Buy
58,822
+2,217
+4% +$260K 2.07% 6
2020
Q1 		$6.53M Buy
56,605
+33,334
+143% +$3.8M 2.55% 3
2019
Q4 		$2.62M Buy
+23,271
New +$2.62M 0.9% 26
2019
Q3 		– Sell
-200
Closed -$22K – 220
2019
Q2 		$22K Hold
200
– – 0.01% 340
2019
Q1 		$22K Buy
+200
New +$21.4K 0.01% 326
2018
Q2 		– Sell
-695
Closed -$76K – 671
2018
Q1 		$76K Buy
+695
New +$74.6K 0.03% 181
2015
Q1 		– Sell
-79
Closed -$9K – 763
2014
Q4 		$9K Buy
+79
New +$8.69K 0.01% 352

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Archford Capital Strategies's AGG Position: Q3 2025 in Review

Archford Capital Strategies sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,612 shares — an estimated $259K sold.

Archford Capital Strategies first reported a position in AGG in Q4 2014 and held it in 27 quarters. The position peaked at $11.7M in Q1 2022. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Archford Capital Strategies reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Archford Capital Strategies sold 2,612 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $259K.
  • Archford Capital Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 27 quarters.
  • Archford Capital Strategies's iShares Core US Aggregate Bond ETF position peaked at $11.7M in Q1 2022.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Archford Capital Strategies's 13F filing for Q3 2025, filed 17 Oct 2025.