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Congress Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Congress Wealth 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
Q2 		$17.1M Buy
172,567
+78,480
+83% +$7.69M 0.17% 151
2025
Q1 		$9.31M Sell
94,087
-12,831
-12% -$1.25M 0.11% 219
2024
Q4 		$10.4M Buy
106,918
+1,052
+1% +$104K 0.14% 196
2024
Q3 		$10.7M Sell
105,866
-14,535
-12% -$1.45M 0.14% 201
2024
Q2 		$11.7M Buy
120,401
+6,864
+6% +$663K 0.19% 155
2024
Q1 		$11.1M Buy
113,537
+2,688
+2% +$263K 0.19% 157
2023
Q4 		$11M Buy
110,849
+3,160
+3% +$301K 0.2% 143
2023
Q3 		$10.1M Buy
107,689
+99,903
+1,283% +$9.62M 0.21% 143
2023
Q2 		$763K Sell
7,786
-380
-5% -$37.6K 0.02% 368
2023
Q1 		$814K Sell
8,166
-320
-4% -$31.6K 0.02% 366
2022
Q4 		$823K Buy
8,486
+646
+8% +$62.5K 0.02% 354
2022
Q3 		$756K Sell
7,840
-449
-5% -$45.4K 0.02% 360
2022
Q2 		$844K Sell
8,289
-1,206
-13% -$124K 0.02% 352
2022
Q1 		$1.02M Sell
9,495
-1,452
-13% -$160K 0.02% 350
2021
Q4 		$1.25M Buy
+10,947
New +$1.25M 0.02% 350

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Congress Wealth Management's AGG Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 83% in Q2 2025, buying an estimated $7.69M and bringing the position to 172,567 shares worth $17.1M. The position accounts for 0.17% of the portfolio, ranked #151.

Congress Wealth Management first reported a position in AGG in Q4 2021 and has held it in 15 quarters since. 1,909 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Congress Wealth Management held 172,567 shares of iShares Core US Aggregate Bond ETF worth $17.1M as of Q2 2025.
  • Congress Wealth Management bought 78,480 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $7.69M.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Congress Wealth Management's portfolio in Q2 2025, its #151 holding.
  • Congress Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,909 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.