B
AGG icon

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

Bensler’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
-2,108
Closed -$211K – 192
2025
Q3 		$211K Buy
+2,108
New +$209K 0.02% 168
2024
Q3 		– Sell
-2,903
Closed -$282K – 165
2024
Q2 		$282K Buy
2,903
+233
+9% +$22.5K 0.04% 129
2024
Q1 		$262K Sell
2,670
-733
-22% -$71.7K 0.04% 131
2023
Q4 		$338K Sell
3,403
-561
-14% -$53.4K 0.06% 122
2023
Q3 		$373K Sell
3,964
-2,457
-38% -$237K 0.07% 113
2023
Q2 		$629K Sell
6,421
-245
-4% -$24.2K 0.12% 101
2023
Q1 		$664K Buy
6,666
+1,031
+18% +$102K 0.13% 98
2022
Q4 		$547K Buy
5,635
+1,924
+52% +$186K 0.12% 102
2022
Q3 		$357K Buy
3,711
+9
+0.2% +$910 0.09% 112
2022
Q2 		$376K Sell
3,702
-660
-15% -$67.8K 0.09% 110
2022
Q1 		$467K Buy
+4,362
New +$480K 0.1% 103

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

Bensler's AGG Position: Q4 2025 in Review

Bensler sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 2,108 shares — an estimated $211K sold.

Bensler first reported a position in AGG in Q1 2022 and held it in 11 quarters. The position peaked at $664K in Q1 2023. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Bensler reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Bensler sold 2,108 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $211K.
  • Bensler first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 11 quarters.
  • Bensler's iShares Core US Aggregate Bond ETF position peaked at $664K in Q1 2023.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Bensler's 13F filing for Q4 2025, filed 4 Feb 2026.