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Atria Wealth Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atria Wealth Solutions’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 		$18.2M Sell
184,372
-93,403
-34% -$9.15M 0.41% 45
2025
Q1 		$27.5M Sell
277,775
-43,329
-13% -$4.24M 0.33% 57
2024
Q4 		$31.1M Sell
321,104
-195,281
-38% -$19.2M 0.34% 56
2024
Q3 		$52.3M Buy
516,385
+41,254
+9% +$4.12M 0.57% 26
2024
Q2 		$46.1M Buy
475,131
+21,111
+5% +$2.04M 0.51% 30
2024
Q1 		$44.5M Buy
454,020
+14,526
+3% +$1.42M 0.5% 30
2023
Q4 		$43.6M Buy
439,494
+53,551
+14% +$5.1M 0.55% 26
2023
Q3 		$36.3M Buy
385,943
+43,284
+13% +$4.17M 0.51% 28
2023
Q2 		$33.6M Buy
342,659
+25,325
+8% +$2.5M 0.46% 33
2023
Q1 		$31.6M Buy
317,334
+27,549
+10% +$2.72M 0.47% 34
2022
Q4 		$28.1M Buy
289,785
+20,542
+8% +$1.99M 0.45% 35
2022
Q3 		$25.9M Buy
269,243
+73,378
+37% +$7.42M 0.45% 38
2022
Q2 		$19.9M Sell
195,865
-29,407
-13% -$3.02M 0.37% 61
2022
Q1 		$24.1M Buy
+225,272
New +$24.8M 0.4% 43

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Atria Wealth Solutions's AGG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 34% in Q2 2025, selling an estimated $9.15M and leaving 184,372 shares worth $18.2M. The position accounts for 0.41% of the portfolio, ranked #45.

Atria Wealth Solutions first reported a position in AGG in Q1 2022 and has held it in 14 quarters since. The position peaked at $52.3M in Q3 2024. 1,909 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Atria Wealth Solutions held 184,372 shares of iShares Core US Aggregate Bond ETF worth $18.2M as of Q2 2025.
  • Atria Wealth Solutions sold 93,403 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $9.15M.
  • iShares Core US Aggregate Bond ETF made up 0.41% of Atria Wealth Solutions's portfolio in Q2 2025, its #45 holding.
  • Atria Wealth Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Core US Aggregate Bond ETF position peaked at $52.3M in Q3 2024.
  • 1,909 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.