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Blue Barn Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blue Barn Wealth’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 		$6.1M Sell
61,088
-59,719
-49% -$5.99M 8.89% 4
2025
Q3 		$12.1M Buy
120,807
+5,920
+5% +$587K 5.32% 5
2025
Q2 		$11.4M Buy
114,887
+3,654
+3% +$358K 5.37% 5
2025
Q1 		$11M Buy
111,233
+9,709
+10% +$949K 5.74% 5
2024
Q4 		$9.84M Buy
101,524
+9,940
+11% +$979K 5.19% 5
2024
Q3 		$9.27M Buy
91,584
+6,126
+7% +$611K 4.76% 5
2024
Q2 		$8.3M Buy
85,458
+2,211
+3% +$213K 4.62% 5
2024
Q1 		$8.15M Buy
83,247
+4,521
+6% +$442K 4.55% 5
2023
Q4 		$7.81M Buy
78,726
+12,709
+19% +$1.21M 4.64% 6
2023
Q3 		$6.21M Buy
66,017
+4,012
+6% +$386K 4.08% 6
2023
Q2 		$6.07M Sell
62,005
-2,207
-3% -$218K 3.95% 7
2023
Q1 		$6.4M Buy
64,212
+2,638
+4% +$261K 3.96% 8
2022
Q4 		$5.97M Buy
61,574
+15,486
+34% +$1.5M 3.93% 7
2022
Q3 		$4.44M Buy
46,088
+1,460
+3% +$148K 3.16% 8
2022
Q2 		$4.54M Sell
44,628
-5,926
-12% -$609K 3.48% 7
2022
Q1 		$5.41M Buy
50,554
+4,611
+10% +$507K 3.75% 7
2021
Q4 		$5.24M Buy
45,943
+8,863
+24% +$1.01M 3.54% 7
2021
Q3 		$4.26M Buy
37,080
+7,541
+26% +$874K 3.73% 6
2021
Q2 		$3.41M Buy
+29,539
New +$3.38M 3.5% 7

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

Blue Barn Wealth's AGG Position: Q4 2025 in Review

Blue Barn Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 49% in Q4 2025, selling an estimated $5.99M and leaving 61,088 shares worth $6.1M. The position accounts for 8.89% of the portfolio, ranked #4.

Blue Barn Wealth first reported a position in AGG in Q2 2021 and has held it in 19 quarters since. The position peaked at $12.1M in Q3 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Blue Barn Wealth held 61,088 shares of iShares Core US Aggregate Bond ETF worth $6.1M as of Q4 2025.
  • Blue Barn Wealth sold 59,719 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $5.99M.
  • iShares Core US Aggregate Bond ETF made up 8.89% of Blue Barn Wealth's portfolio in Q4 2025, its #4 holding.
  • Blue Barn Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Blue Barn Wealth's iShares Core US Aggregate Bond ETF position peaked at $12.1M in Q3 2025.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.