Camarda Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Camarda Financial Advisors’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	-10,140	Closed	-$1.01M	–	112
2025 Q2	$1.01M	Sell	10,140 -5,173	-34%	-$507K	0.4%	67
2025 Q1	$1.51M	Sell	15,313 -2,039	-12%	-$199K	0.68%	45
2024 Q4	$1.68M	Sell	17,352 -16,601	-49%	-$1.64M	0.63%	49
2024 Q3	$3.44M	Buy	+33,953	New	+$3.39M	1.29%	15
2018 Q4	–	Sell	-310	Closed	-$33K	–	164
2018 Q3	$33K	Buy	+310	New	+$32.9K	0.04%	125
2013 Q4	–	Sell	-13	Closed	-$1K	–	181
2013 Q3	$1K	Sell	13 -2,794	-100%	-$298K	﹤0.01%	91
2013 Q2	$301K	Buy	+2,807	New	+$308K	0.28%	66

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Camarda Financial Advisors's AGG Position: Q3 2025 in Review

Camarda Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 10,140 shares — an estimated $1.01M sold.

Camarda Financial Advisors first reported a position in AGG in Q2 2013 and held it in 7 quarters. The position peaked at $3.44M in Q3 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

Camarda Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Camarda Financial Advisors sold 10,140 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $1.01M.
Camarda Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 7 quarters.
Camarda Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.44M in Q3 2024.
1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Camarda Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.