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

Bulltick 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 Q3	–	Sell	-4,415	Closed	-$438K	–	113
2025 Q2	$438K	Hold	4,415	–	–	0.11%	91
2025 Q1	$437K	Hold	4,415	–	–	0.12%	96
2024 Q4	$428K	Hold	4,415	–	–	0.1%	99
2024 Q3	$447K	Buy	4,415 +45	+1%	+$4.49K	0.11%	89
2024 Q2	$424K	Hold	4,370	–	–	0.1%	72
2024 Q1	$428K	Hold	4,370	–	–	0.07%	84
2023 Q4	$434K	Buy	+4,370	New	+$416K	0.1%	88
2023 Q3	–	Sell	-4,880	Closed	-$478K	–	118
2023 Q2	$478K	Hold	4,880	–	–	0.11%	91
2023 Q1	$486K	Hold	4,880	–	–	0.13%	86
2022 Q4	$473K	Buy	+4,880	New	+$472K	0.13%	75

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bulltick Wealth Management's AGG Position: Q3 2025 in Review

Bulltick Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 4,415 shares — an estimated $438K sold.

Bulltick Wealth Management first reported a position in AGG in Q4 2022 and held it in 10 quarters. The position peaked at $486K in Q1 2023. 1,932 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

Bulltick Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bulltick Wealth Management sold 4,415 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $438K.
Bulltick Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 10 quarters.
Bulltick Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $486K in Q1 2023.
1,932 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Bulltick Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.