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

Capital A 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
Q2 		– Sell
-142
Closed -$14K – 425
2025
Q1 		$14K Sell
142
-59
-29% -$5.77K 0.01% 262
2024
Q4 		$19.5K Buy
+201
New +$19.8K 0.03% 235

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital A Wealth Management's AGG Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 142 shares — an estimated $14K sold.

Capital A Wealth Management first reported a position in AGG in Q4 2024 and held it in 2 quarters. The position peaked at $19.5K in Q4 2024. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 142 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $14K.
  • Capital A Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $19.5K in Q4 2024.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.