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

Avestar Capital’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
Q1 		– Sell
-2,700
Closed -$262K – 488
2024
Q4 		$262K Sell
2,700
-160
-6% -$15.8K 0.02% 416
2024
Q3 		$290K Sell
2,860
-69
-2% -$6.88K 0.03% 352
2024
Q2 		$284K Hold
2,929
– – 0.03% 341
2024
Q1 		$287K Sell
2,929
-1,071
-27% -$105K 0.03% 349
2023
Q4 		$397K Buy
+4,000
New +$381K 0.05% 236
2019
Q3 		– Sell
-452
Closed -$50K – 180
2019
Q2 		$50K Hold
452
– – 0.03% 288
2019
Q1 		$49K Hold
452
– – 0.03% 286
2018
Q4 		$48K Hold
452
– – 0.03% 264
2018
Q3 		$47K Sell
452
-707
-61% -$75K 0.03% 279
2018
Q2 		$123K Buy
1,159
+707
+156% +$75K 0.08% 175
2018
Q1 		$48K Sell
452
-861
-66% -$92.4K 0.03% 255
2017
Q4 		$143K Buy
+1,313
New +$144K 0.11% 110

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

Avestar Capital's AGG Position: Q1 2025 in Review

Avestar Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 2,700 shares — an estimated $262K sold.

Avestar Capital first reported a position in AGG in Q4 2017 and held it in 12 quarters. The position peaked at $397K in Q4 2023. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Avestar Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avestar Capital sold 2,700 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $262K.
  • Avestar Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 12 quarters.
  • Avestar Capital's iShares Core US Aggregate Bond ETF position peaked at $397K in Q4 2023.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Avestar Capital's 13F filing for Q1 2025, filed 14 May 2025.