BWM
AGG icon

Bernard Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bernard Wealth Management’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 		– Sell
-100
Closed -$9.89K – 312
2025
Q1 		$9.89K Buy
+100
New +$9.78K ﹤0.01% 222

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bernard Wealth Management's AGG Position: Q2 2025 in Review

Bernard Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 100 shares — an estimated $9.89K sold.

Bernard Wealth Management first reported a position in AGG in Q1 2025 and held it in 1 quarter. The position peaked at $9.89K in Q1 2025. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Bernard Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 100 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $9.89K.
  • Bernard Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $9.89K in Q1 2025.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.