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

CarsonAllaria 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
Q3 		– Sell
-1,628
Closed -$162K – 82
2025
Q2 		$162K Buy
1,628
+1,158
+246% +$113K 0.09% 76
2025
Q1 		$46.5K Hold
470
– – 0.03% 134
2024
Q4 		$45.6K Buy
470
+3
+0.6% +$295 0.03% 134
2024
Q3 		$47.4K Buy
467
+2
+0.4% +$200 0.03% 132
2024
Q2 		$45.2K Buy
465
+2
+0.4% +$193 0.03% 131
2024
Q1 		$45.4K Buy
463
+2
+0.4% +$196 0.03% 137
2023
Q4 		$45.8K Sell
461
-267
-37% -$25.4K 0.03% 119
2023
Q3 		$68.5K Buy
728
+167
+30% +$16.1K 0.06% 103
2023
Q2 		$55K Buy
561
+4
+0.7% +$395 0.04% 109
2023
Q1 		$55.5K Buy
557
+3
+0.5% +$296 0.05% 108
2022
Q4 		$54K Hold
554
– – 0.05% 108
2022
Q3 		$53K Buy
554
+126
+29% +$12.7K 0.05% 106
2022
Q2 		$44K Sell
428
-39
-8% -$4.01K 0.04% 108
2022
Q1 		$50K Buy
467
+49
+12% +$5.39K 0.04% 111
2021
Q4 		$48K Buy
+418
New +$47.8K 0.04% 115

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

CarsonAllaria Wealth Management's AGG Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 1,628 shares — an estimated $162K sold.

CarsonAllaria Wealth Management first reported a position in AGG in Q4 2021 and held it in 15 quarters. The position peaked at $162K in Q2 2025. 1,932 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,628 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $162K.
  • CarsonAllaria Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $162K in Q2 2025.
  • 1,932 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.