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BSW Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BSW Wealth Partners’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
Q1 		– Sell
-6,386
Closed -$619K – 308
2024
Q4 		$619K Buy
6,386
+3,454
+118% +$340K 0.09% 130
2024
Q3 		$297K Sell
2,932
-5,795
-66% -$578K 0.04% 231
2024
Q2 		$847K Buy
8,727
+1,989
+30% +$192K 0.14% 86
2024
Q1 		$660K Buy
6,738
+2,827
+72% +$277K 0.11% 109
2023
Q4 		$388K Sell
3,911
-1
-0% -$95 0.08% 153
2023
Q3 		$368K Sell
3,912
-24
-0.6% -$2.31K 0.08% 141
2023
Q2 		$386K Hold
3,936
– – 0.08% 147
2023
Q1 		$392K Buy
3,936
+24
+0.6% +$2.37K 0.08% 176
2022
Q4 		$379K Hold
3,912
– – 0.08% 176
2022
Q3 		$377K Sell
3,912
-153
-4% -$15.5K 0.09% 145
2022
Q2 		$413K Sell
4,065
-44
-1% -$4.52K 0.1% 140
2022
Q1 		$440K Buy
4,109
+1
+0% +$110 0.11% 142
2021
Q4 		$469K Buy
4,108
+2
+0% +$229 0.12% 128
2021
Q3 		$471K Buy
4,106
+337
+9% +$39.1K 0.13% 110
2021
Q2 		$435K Sell
3,769
-167
-4% -$19.1K 0.12% 109
2021
Q1 		$448K Buy
3,936
+169
+4% +$19.6K 0.13% 99
2020
Q4 		$445K Buy
3,767
+3
+0.1% +$353 0.14% 89
2020
Q3 		$444K Hold
3,764
– – 0.17% 73
2020
Q2 		$445K Hold
3,764
– – 0.15% 72
2020
Q1 		$434K Hold
3,764
– – 0.18% 59
2019
Q4 		$423K Sell
3,764
-1,060
-22% -$119K 0.14% 72
2019
Q3 		$546K Sell
4,824
-17,403
-78% -$1.96M 0.21% 45
2019
Q2 		$2.48M Sell
22,227
-1,250
-5% -$137K 0.94% 23
2019
Q1 		$2.56M Sell
23,477
-1,585
-6% -$170K 1.01% 22
2018
Q4 		$2.67M Buy
25,062
+14,678
+141% +$1.54M 1.01% 22
2018
Q3 		$1.1M Buy
10,384
+1,759
+20% +$187K 0.42% 27
2018
Q2 		$917K Sell
8,625
-3,475
-29% -$368K 0.4% 29
2018
Q1 		$1.3M Buy
12,100
+1,494
+14% +$160K 0.58% 21
2017
Q4 		$1.16M Buy
10,606
+964
+10% +$105K 0.48% 25
2017
Q3 		$1.06M Sell
9,642
-126
-1% -$13.8K 0.46% 25
2017
Q2 		$1.07M Sell
9,768
-4,278
-30% -$468K 0.49% 25
2017
Q1 		$1.52M Sell
14,046
-454
-3% -$49.1K 0.75% 18
2016
Q4 		$1.57M Buy
14,500
+14,022
+2,933% +$1.54M 0.82% 18
2016
Q3 		$4.25K Sell
478
-5,080
-91% -$571K 0.15% 54
2016
Q2 		$626K Sell
5,558
-328
-6% -$36.4K 0.34% 29
2016
Q1 		$652K Sell
5,886
-688
-10% -$75.3K 0.37% 27
2015
Q4 		$710K Sell
6,574
-49
-0.7% -$5.33K 0.35% 28
2015
Q3 		$726K Sell
6,623
-471
-7% -$51.4K 0.43% 26
2015
Q2 		$772K Sell
7,094
-558
-7% -$61.4K 0.49% 22
2015
Q1 		$853K Sell
7,652
-82
-1% -$9.11K 0.54% 20
2014
Q4 		$852K Sell
7,734
-146
-2% -$16.1K 0.69% 21
2014
Q3 		$860K Sell
7,880
-360
-4% -$39.3K 0.67% 19
2014
Q2 		$901K Sell
8,240
-1,206
-13% -$131K 0.71% 16
2014
Q1 		$1.02M Sell
9,446
-251
-3% -$27K 0.82% 14
2013
Q4 		$1.03M Sell
9,697
-3,897
-29% -$417K 0.82% 15
2013
Q3 		$1.46M Sell
13,594
-356
-3% -$37.9K 1.27% 12
2013
Q2 		$1.5M Buy
+13,950
New +$1.53M 1.31% 13

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
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
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

BSW Wealth Partners's AGG Position: Q1 2025 in Review

BSW Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 6,386 shares — an estimated $619K sold.

BSW Wealth Partners first reported a position in AGG in Q2 2013 and held it in 47 quarters. The position peaked at $2.67M in Q4 2018. 1,926 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • BSW Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 6,386 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $619K.
  • BSW Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 47 quarters.
  • BSW Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $2.67M in Q4 2018.
  • 1,926 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on BSW Wealth Partners's 13F filing for Q1 2025, filed 24 Apr 2025.