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Carolinas Wealth Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Carolinas Wealth Consulting’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
-115
Closed -$11.4K – 24
2025
Q1 		$11.4K Hold
115
– – ﹤0.01% 518
2024
Q4 		$11.1K Sell
115
-140
-55% -$13.8K ﹤0.01% 532
2024
Q3 		$25.7K Sell
255
-352
-58% -$35.1K ﹤0.01% 451
2024
Q2 		$58.8K Sell
607
-1,046
-63% -$101K 0.01% 342
2024
Q1 		$162K Buy
1,653
+165
+11% +$16.1K 0.03% 198
2023
Q4 		$148K Buy
1,488
+1,277
+605% +$122K 0.03% 188
2023
Q3 		$19.5K Buy
211
+2
+1% +$193 ﹤0.01% 438
2023
Q2 		$20.4K Sell
209
-51
-20% -$5.04K ﹤0.01% 476
2023
Q1 		$25.9K Sell
260
-52
-17% -$5.14K 0.01% 447
2022
Q4 		$30.3K Buy
+312
New +$30.2K 0.01% 426
2021
Q3 		– Sell
-59
Closed -$7K – 931
2021
Q2 		$7K Buy
59
+1
+2% +$115 ﹤0.01% 646
2021
Q1 		$7K Sell
58
-208
-78% -$24.1K ﹤0.01% 652
2020
Q4 		$31K Buy
266
+48
+22% +$5.65K 0.01% 406
2020
Q3 		$26K Buy
218
+14
+7% +$1.66K 0.01% 360
2020
Q2 		$24K Buy
204
+1
+0.5% +$117 0.01% 268
2020
Q1 		$23K Buy
203
+18
+10% +$2.05K 0.01% 142
2019
Q4 		$20K Buy
+185
New +$20.8K 0.02% 73

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

Carolinas Wealth Consulting's AGG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 115 shares — an estimated $11.4K sold.

Carolinas Wealth Consulting first reported a position in AGG in Q4 2019 and held it in 17 quarters. The position peaked at $162K in Q1 2024. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 115 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $11.4K.
  • Carolinas Wealth Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 17 quarters.
  • Carolinas Wealth Consulting's iShares Core US Aggregate Bond ETF position peaked at $162K in Q1 2024.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.