Avantax Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Avantax Advisory Services’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	$919M	Buy	9,265,056 +31,854	+0.3%	+$3.12M	5.05%	3
2025 Q1	$913M	Buy	9,233,202 +239,444	+3%	+$23.4M	5.54%	3
2024 Q4	$871M	Buy	8,993,758 +263,431	+3%	+$25.9M	5.47%	3
2024 Q3	$884M	Buy	8,730,327 +4,377,465	+101%	+$437M	5.8%	3
2024 Q2	$423M	Buy	4,352,862 +764,090	+21%	+$73.8M	3.01%	7
2024 Q1	$351M	Buy	3,588,772 +74,059	+2%	+$7.25M	3.12%	7
2023 Q4	$349M	Buy	3,514,713 +134,337	+4%	+$12.8M	3.46%	5
2023 Q3	$318M	Buy	3,380,376 +960,301	+40%	+$92.5M	3.56%	5
2023 Q2	$237M	Buy	2,420,075 +122,646	+5%	+$12.1M	2.71%	6
2023 Q1	$229M	Sell	2,297,429 -14,909	-0.6%	-$1.47M	2.8%	7
2022 Q4	$224M	Buy	2,312,338 +318,080	+16%	+$30.8M	2.99%	6
2022 Q3	$192M	Buy	1,994,258 +34,224	+2%	+$3.46M	2.95%	6
2022 Q2	$199M	Buy	1,960,034 +173,084	+10%	+$17.8M	3%	6
2022 Q1	$192M	Sell	1,786,950 -1,273,475	-42%	-$140M	2.63%	7
2021 Q4	$349M	Buy	3,060,425 +238,352	+8%	+$27.3M	5.26%	2
2021 Q3	$324M	Buy	2,822,073 +276,279	+11%	+$32M	5.41%	2
2021 Q2	$294M	Buy	2,545,794 +712,478	+39%	+$81.6M	5.33%	2
2021 Q1	$209M	Buy	1,833,316 +241,137	+15%	+$27.9M	4.48%	3
2020 Q4	$188M	Sell	1,592,179 -497,735	-24%	-$58.6M	4.48%	3
2020 Q3	$247M	Buy	2,089,914 +502,546	+32%	+$59.6M	3.96%	2
2020 Q2	$188M	Buy	1,587,368 +43,416	+3%	+$5.08M	5.41%	3
2020 Q1	$178M	Buy	1,543,952 +25,628	+2%	+$2.92M	5.31%	3
2019 Q4	$171M	Buy	1,518,324 +1,455,713	+2,325%	+$164M	3.96%	6
2019 Q3	$7.08M	Buy	62,611 +9,352	+18%	+$1.05M	0.29%	45
2019 Q2	$5.93M	Buy	53,259 +15,115	+40%	+$1.65M	0.26%	47
2019 Q1	$4.16M	Buy	38,144 +2,445	+7%	+$262K	0.22%	59
2018 Q4	$3.81M	Buy	+35,699	New	+$3.74M	0.64%	37

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Avantax Advisory Services's AGG Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.34% in Q2 2025, buying an estimated $3.12M and bringing the position to 9,265,056 shares worth $919M. The position accounts for 5.05% of the portfolio, ranked #3.

Avantax Advisory Services first reported a position in AGG in Q4 2018 and has held it in 27 quarters since. 1,909 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

Avantax Advisory Services held 9,265,056 shares of iShares Core US Aggregate Bond ETF worth $919M as of Q2 2025.
Avantax Advisory Services bought 31,854 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $3.12M.
iShares Core US Aggregate Bond ETF made up 5.05% of Avantax Advisory Services's portfolio in Q2 2025, its #3 holding.
Avantax Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 27 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.