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Clarity Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clarity Capital Partners’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 		$617K Sell
6,221
-7,250
-54% -$710K 0.22% 46
2025
Q1 		$1.33M Buy
13,471
+968
+8% +$94.6K 0.54% 33
2024
Q4 		$1.21M Buy
12,503
+2,161
+21% +$213K 0.63% 35
2024
Q3 		$1.05M Buy
10,342
+3,471
+51% +$346K 0.62% 45
2024
Q2 		$667K Buy
6,871
+78
+1% +$7.53K 0.41% 56
2024
Q1 		$665K Buy
6,793
+2,512
+59% +$246K 0.44% 54
2023
Q4 		$425K Buy
+4,281
New +$407K 0.3% 71

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 $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Clarity Capital Partners's AGG Position: Q2 2025 in Review

Clarity Capital Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 54% in Q2 2025, selling an estimated $710K and leaving 6,221 shares worth $617K. The position accounts for 0.22% of the portfolio, ranked #46.

Clarity Capital Partners first reported a position in AGG in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.33M in Q1 2025. 1,904 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Clarity Capital Partners held 6,221 shares of iShares Core US Aggregate Bond ETF worth $617K as of Q2 2025.
  • Clarity Capital Partners sold 7,250 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $710K.
  • iShares Core US Aggregate Bond ETF made up 0.22% of Clarity Capital Partners's portfolio in Q2 2025, its #46 holding.
  • Clarity Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • Clarity Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $1.33M in Q1 2025.
  • 1,904 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.