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

Cahill 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
Q1 		$2.66M Buy
26,877
+189
+0.7% +$18.5K 1.35% 14
2024
Q4 		$2.59M Sell
26,688
-286
-1% -$28.2K 1.32% 14
2024
Q3 		$2.73M Sell
26,974
-3,256
-11% -$325K 1.41% 14
2024
Q2 		$2.93M Buy
30,230
+1,154
+4% +$111K 1.75% 11
2024
Q1 		$2.85M Sell
29,076
-1,509
-5% -$148K 1.66% 12
2023
Q4 		$3.04M Buy
30,585
+3,525
+13% +$335K 2.04% 10
2023
Q3 		$2.54M Sell
27,060
-516
-2% -$49.7K 1.95% 10
2023
Q2 		$2.7M Buy
27,576
+2,943
+12% +$291K 1.86% 11
2023
Q1 		$2.45M Buy
24,633
+1,015
+4% +$100K 1.81% 11
2022
Q4 		$2.33M Sell
23,618
-12,670
-35% -$1.23M 1.69% 11
2022
Q3 		$3.5M Sell
36,288
-805
-2% -$81.4K 3.12% 7
2022
Q2 		$3.77M Sell
37,093
-295
-0.8% -$30.3K 3.19% 7
2022
Q1 		$4M Buy
+37,388
New +$4.11M 2.97% 7

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cahill Wealth Management's AGG Position: Q1 2025 in Review

Cahill Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.71% in Q1 2025, buying an estimated $18.5K and bringing the position to 26,877 shares worth $2.66M. The position accounts for 1.35% of the portfolio, ranked #14.

Cahill Wealth Management first reported a position in AGG in Q1 2022 and has held it in 13 quarters since. The position peaked at $4M in Q1 2022. 1,930 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Cahill Wealth Management held 26,877 shares of iShares Core US Aggregate Bond ETF worth $2.66M as of Q1 2025.
  • Cahill Wealth Management bought 189 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $18.5K.
  • iShares Core US Aggregate Bond ETF made up 1.35% of Cahill Wealth Management's portfolio in Q1 2025, its #14 holding.
  • Cahill Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • Cahill Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $4M in Q1 2022.
  • 1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.