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Christopher J. Hasenberg’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Christopher J. Hasenberg’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 		$9.59M Buy
96,628
+89,933
+1,343% +$8.81M 3.56% 9
2025
Q1 		$663K Buy
6,695
+398
+6% +$38.9K 0.28% 21
2024
Q4 		$610K Buy
6,297
+253
+4% +$24.9K 0.25% 21
2024
Q3 		$603K Sell
6,044
-227
-4% -$22.6K 0.25% 22
2024
Q2 		$609K Buy
6,271
+3,069
+96% +$296K 0.28% 20
2024
Q1 		$314K Sell
3,202
-477
-13% -$46.7K 0.15% 21
2023
Q4 		$365K Buy
+3,679
New +$350K 0.2% 18

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

Christopher J. Hasenberg's AGG Position: Q2 2025 in Review

Christopher J. Hasenberg increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1,343% in Q2 2025, buying an estimated $8.81M and bringing the position to 96,628 shares worth $9.59M. The position accounts for 3.56% of the portfolio, ranked #9.

Christopher J. Hasenberg first reported a position in AGG in Q4 2023 and has held it in 7 quarters since. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Christopher J. Hasenberg held 96,628 shares of iShares Core US Aggregate Bond ETF worth $9.59M as of Q2 2025.
  • Christopher J. Hasenberg bought 89,933 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $8.81M.
  • iShares Core US Aggregate Bond ETF made up 3.56% of Christopher J. Hasenberg's portfolio in Q2 2025, its #9 holding.
  • Christopher J. Hasenberg first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.