Clarity Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clarity Asset 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 Q4	–	Sell	-83	Closed	-$8.28K	–	247
2025 Q3	$8.28K	Buy	83 +1	+1%	+$99	﹤0.01%	195
2025 Q2	$8.13K	Sell	82 -21	-20%	-$2.06K	﹤0.01%	199
2025 Q1	$10.2K	Buy	103 +1	+1%	+$98	0.01%	168
2024 Q4	$9.93K	Buy	102 +1	+1%	+$98	0.01%	165
2024 Q3	$10.3K	Hold	101	–	–	0.01%	153
2024 Q2	$9.77K	Buy	101 +1	+1%	+$97	0.01%	148
2024 Q1	$9.78K	Buy	100 +1	+1%	+$98	0.01%	150
2023 Q4	$9.86K	Buy	+99	New	+$9.42K	0.01%	154

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Clarity Asset Management's AGG Position: Q4 2025 in Review

Clarity Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 83 shares — an estimated $8.28K sold.

Clarity Asset Management first reported a position in AGG in Q4 2023 and held it in 8 quarters. The position peaked at $10.3K in Q3 2024. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Clarity Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Clarity Asset Management sold 83 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $8.28K.
Clarity Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 8 quarters.
Clarity Asset Management's iShares Core US Aggregate Bond ETF position peaked at $10.3K in Q3 2024.
2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Clarity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.