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Bowman & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bowman & Company’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 		$8.79M Sell
87,965
-11,010
-11% -$1.1M 3.7% 3
2025
Q3 		$9.92M Sell
98,975
-3,018
-3% -$299K 4.19% 3
2025
Q2 		$10.1M Buy
101,993
+281
+0.3% +$27.5K 4.51% 3
2025
Q1 		$10.1M Sell
101,712
-110,616
-52% -$10.8M 4.94% 2
2024
Q4 		$20.6M Buy
212,328
+2,969
+1% +$292K 10.63% 1
2024
Q3 		$21.2M Sell
209,359
-205
-0.1% -$20.5K 11.13% 1
2024
Q2 		$20.3M Buy
209,564
+3,464
+2% +$334K 11.76% 1
2024
Q1 		$20.2M Buy
206,100
+7,634
+4% +$747K 12.18% 1
2023
Q4 		$19.7M Buy
198,466
+1,945
+1% +$185K 13.71% 1
2023
Q3 		$18.5M Buy
196,521
+37,655
+24% +$3.63M 14.71% 1
2023
Q2 		$15.6M Buy
158,866
+33,104
+26% +$3.27M 11.79% 1
2023
Q1 		$12.5M Sell
125,762
-253
-0.2% -$25K 9.19% 3
2022
Q4 		$12.2M Buy
126,015
+3,291
+3% +$318K 9.47% 3
2022
Q3 		$11.8M Buy
122,724
+13,161
+12% +$1.33M 10.72% 3
2022
Q2 		$11.1M Sell
109,563
-1,919
-2% -$197K 9.72% 2
2022
Q1 		$11.9M Buy
111,482
+1,186
+1% +$131K 9.19% 3
2021
Q4 		$12.6M Buy
+110,296
New +$12.6M 9.7% 3

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

Bowman & Company's AGG Position: Q4 2025 in Review

Bowman & Company reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q4 2025, selling an estimated $1.1M and leaving 87,965 shares worth $8.79M. The position accounts for 3.7% of the portfolio, ranked #3.

Bowman & Company first reported a position in AGG in Q4 2021 and has held it in 17 quarters since. The position peaked at $21.2M in Q3 2024. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Bowman & Company held 87,965 shares of iShares Core US Aggregate Bond ETF worth $8.79M as of Q4 2025.
  • Bowman & Company sold 11,010 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $1.1M.
  • iShares Core US Aggregate Bond ETF made up 3.7% of Bowman & Company's portfolio in Q4 2025, its #3 holding.
  • Bowman & Company first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Bowman & Company's iShares Core US Aggregate Bond ETF position peaked at $21.2M in Q3 2024.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.