ASB Consultores’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

ASB Consultores’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	-10,730	Closed	-$1.06M	–	148
2025 Q1	$1.06M	Hold	10,730	–	–	0.69%	20
2024 Q4	$1.04M	Hold	10,730	–	–	0.43%	37
2024 Q3	$1.09M	Sell	10,730 -450	-4%	-$44.9K	0.43%	32
2024 Q2	$1.09M	Hold	11,180	–	–	0.39%	27
2024 Q1	$1.09M	Hold	11,180	–	–	0.28%	45
2023 Q4	$1.11M	Hold	11,180	–	–	0.37%	29
2023 Q3	$1.05M	Sell	11,180 -11,180	-50%	-$1.08M	0.41%	29
2023 Q2	$2.19M	Buy	22,360 +11,180	+100%	+$1.11M	1.06%	16
2023 Q1	$1.11M	Hold	11,180	–	–	0.45%	30
2022 Q4	$1.08M	Buy	+11,180	New	+$1.08M	0.45%	29

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

ASB Consultores's AGG Position: Q2 2025 in Review

ASB Consultores sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 10,730 shares — an estimated $1.06M sold.

ASB Consultores first reported a position in AGG in Q4 2022 and held it in 10 quarters. The position peaked at $2.19M in Q2 2023. 1,904 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

ASB Consultores reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
ASB Consultores sold 10,730 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $1.06M.
ASB Consultores first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 10 quarters.
ASB Consultores's iShares Core US Aggregate Bond ETF position peaked at $2.19M in Q2 2023.
1,904 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on ASB Consultores's 13F filing for Q2 2025, filed 13 Aug 2025.