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Beacon Wealthcare LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beacon Wealthcare LLC’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
Q3 		– Sell
-2,108
Closed -$209K – 25
2025
Q2 		$209K Buy
+2,108
New +$207K 0.08% 25

Other funds holding AGG

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Beacon Wealthcare LLC's AGG Position: Q3 2025 in Review

Beacon Wealthcare LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,108 shares — an estimated $209K sold.

Beacon Wealthcare LLC first reported a position in AGG in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 1,931 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Beacon Wealthcare LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Wealthcare LLC sold 2,108 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $209K.
  • Beacon Wealthcare LLC first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Beacon Wealthcare LLC's iShares Core US Aggregate Bond ETF position peaked at $209K in Q2 2025.
  • 1,931 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2025, filed 1 Oct 2025.