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Carolina Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Carolina Wealth 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
Q4 		– Sell
-172
Closed -$17.2K – 273
2025
Q3 		$17.2K Buy
+172
New +$17.1K 0.01% 148
2024
Q1 		– Sell
-9
Closed -$893 – 222
2023
Q4 		$893 Hold
9
– – ﹤0.01% 224
2023
Q3 		$846 Sell
9
-39
-81% -$3.76K ﹤0.01% 239
2023
Q2 		$4.7K Buy
+48
New +$4.75K ﹤0.01% 187

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Carolina Wealth Advisors's AGG Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 172 shares — an estimated $17.2K sold.

Carolina Wealth Advisors first reported a position in AGG in Q2 2023 and held it in 4 quarters. The position peaked at $17.2K in Q3 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Carolina Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 172 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $17.2K.
  • Carolina Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and held it in 4 quarters.
  • Carolina Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $17.2K in Q3 2025.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.