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Clearview Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clearview Wealth Advisors’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 		$255K Sell
2,554
-377
-13% -$37.8K 0.16% 96
2025
Q3 		$294K Buy
2,931
+255
+10% +$25.3K 0.19% 88
2025
Q2 		$265K Sell
2,676
-179
-6% -$17.5K 0.18% 93
2025
Q1 		$282K Hold
2,855
– – 0.21% 87
2024
Q4 		$277K Hold
2,855
– – 0.21% 83
2024
Q3 		$289K Buy
2,855
+377
+15% +$37.6K 0.22% 81
2024
Q2 		$241K Sell
2,478
-10,223
-80% -$987K 0.21% 87
2024
Q1 		$1.24M Sell
12,701
-11,613
-48% -$1.14M 1.27% 18
2023
Q4 		$2.41M Buy
+24,314
New +$2.31M 2.81% 4
2023
Q3 		– Sell
-23,582
Closed -$2.31M – 130
2023
Q2 		$2.31M Buy
+23,582
New +$2.33M 2.35% 6
2022
Q4 		– Sell
-86
Closed -$8K – 623
2022
Q3 		$8K Sell
86
-437
-84% -$44.2K 0.01% 353
2022
Q2 		$53K Buy
523
+3
+0.6% +$308 0.04% 180
2022
Q1 		$56K Sell
520
-429
-45% -$47.2K 0.04% 187
2021
Q4 		$108K Buy
949
+5
+0.5% +$572 0.07% 148
2021
Q3 		$108K Buy
944
+5
+0.5% +$580 0.07% 149
2021
Q2 		$108K Buy
939
+4
+0.4% +$458 0.07% 153
2021
Q1 		$107K Buy
935
+3
+0.3% +$347 0.07% 149
2020
Q4 		$110K Buy
+932
New +$110K 0.07% 134

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Clearview Wealth Advisors's AGG Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q4 2025, selling an estimated $37.8K and leaving 2,554 shares worth $255K. The position accounts for 0.16% of the portfolio, ranked #96.

Clearview Wealth Advisors first reported a position in AGG in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.41M in Q4 2023. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Clearview Wealth Advisors held 2,554 shares of iShares Core US Aggregate Bond ETF worth $255K as of Q4 2025.
  • Clearview Wealth Advisors sold 377 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $37.8K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Clearview Wealth Advisors's portfolio in Q4 2025, its #96 holding.
  • Clearview Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Clearview Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.41M in Q4 2023.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.