CFO4Life Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CFO4Life Group’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	-4,279	Closed	-$423K	–	229
2025 Q1	$423K	Sell	4,279 -122	-3%	-$11.9K	0.07%	129
2024 Q4	$426K	Sell	4,401 -788	-15%	-$77.6K	0.07%	125
2024 Q3	$525K	Buy	5,189 +808	+18%	+$80.6K	0.09%	116
2024 Q2	$425K	Sell	4,381 -686	-14%	-$66.2K	0.08%	122
2024 Q1	$496K	Sell	5,067 -1,029	-17%	-$101K	0.09%	113
2023 Q4	$605K	Sell	6,096 -6,135	-50%	-$584K	0.12%	100
2023 Q3	$1.15M	Sell	12,231 -405	-3%	-$39K	0.27%	52
2023 Q2	$1.24M	Sell	12,636 -5,752	-31%	-$569K	0.27%	47
2023 Q1	$1.83M	Sell	18,388 -35,474	-66%	-$3.51M	0.42%	35
2022 Q4	$5.22M	Buy	+53,862	New	+$5.21M	1.11%	22

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

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

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

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

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

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

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

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

CFO4Life Group's AGG Position: Q2 2025 in Review

CFO4Life Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 4,279 shares — an estimated $423K sold.

CFO4Life Group first reported a position in AGG in Q4 2022 and held it in 10 quarters. The position peaked at $5.22M in Q4 2022. 1,904 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

CFO4Life Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
CFO4Life Group sold 4,279 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $423K.
CFO4Life Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 10 quarters.
CFO4Life Group's iShares Core US Aggregate Bond ETF position peaked at $5.22M in Q4 2022.
1,904 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on CFO4Life Group's 13F filing for Q2 2025, filed 8 Aug 2025.