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B.O.S.S. Retirement Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

B.O.S.S. Retirement Advisors’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
Q4 		– Sell
-5,434
Closed -$545K – 175
2025
Q3 		$545K Sell
5,434
-1,490
-22% -$148K 0.13% 118
2025
Q2 		$687K Sell
6,924
-1,131
-14% -$111K 0.17% 108
2025
Q1 		$797K Buy
8,055
+2,298
+40% +$225K 0.23% 85
2024
Q4 		$558K Buy
+5,757
New +$567K 0.16% 104
2024
Q1 		– Sell
-4,267
Closed -$424K – 128
2023
Q4 		$424K Sell
4,267
-4,520
-51% -$430K 0.08% 191
2023
Q3 		$826K Buy
8,787
+864
+11% +$83.2K 0.18% 163
2023
Q2 		$776K Sell
7,923
-86
-1% -$8.5K 0.17% 166
2023
Q1 		$798K Buy
8,009
+1,062
+15% +$105K 0.19% 155
2022
Q4 		$674K Buy
+6,947
New +$672K 0.17% 156

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

B.O.S.S. Retirement Advisors's AGG Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 5,434 shares — an estimated $545K sold.

B.O.S.S. Retirement Advisors first reported a position in AGG in Q4 2022 and held it in 9 quarters. The position peaked at $826K in Q3 2023. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • B.O.S.S. Retirement Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 5,434 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $545K.
  • B.O.S.S. Retirement Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 9 quarters.
  • B.O.S.S. Retirement Advisors's iShares Core US Aggregate Bond ETF position peaked at $826K in Q3 2023.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.