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Copperwynd Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Copperwynd Financial’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 		$7.85M Buy
79,180
+39,688
+100% +$3.89M 1.96% 11
2025
Q1 		$3.91M Buy
39,492
+34,816
+745% +$3.4M 1.08% 17
2024
Q4 		$453K Buy
4,676
+604
+15% +$59.5K 0.13% 103
2024
Q3 		$412K Buy
4,072
+608
+18% +$60.7K 0.12% 105
2024
Q2 		$343K Buy
3,464
+892
+35% +$86.1K 0.11% 110
2024
Q1 		$252K Sell
2,572
-11,679
-82% -$1.14M 0.09% 118
2023
Q4 		$1.41M Buy
14,251
+11,137
+358% +$1.06M 0.56% 32
2023
Q3 		$293K Buy
+3,114
New +$300K 0.14% 105
2023
Q2 		– Sell
-19,586
Closed -$1.95M – 136
2023
Q1 		$1.95M Buy
19,586
+3,171
+19% +$313K 1% 24
2022
Q4 		$1.59M Sell
16,415
-14,474
-47% -$1.4M 0.89% 25
2022
Q3 		$2.98M Sell
30,889
-8,945
-22% -$905K 1.71% 10
2022
Q2 		$4.05M Buy
39,834
+7,971
+25% +$819K 2.38% 6
2022
Q1 		$3.41M Buy
+31,863
New +$3.51M 1.41% 15
2020
Q3 		– Sell
-32,237
Closed -$3.81M – 116
2020
Q2 		$3.81M Buy
32,237
+23,257
+259% +$2.72M 2.18% 14
2020
Q1 		$1.04M Buy
+8,980
New +$1.02M 0.49% 16

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

Copperwynd Financial's AGG Position: Q2 2025 in Review

Copperwynd Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 100% in Q2 2025, buying an estimated $3.89M and bringing the position to 79,180 shares worth $7.85M. The position accounts for 1.96% of the portfolio, ranked #11.

Copperwynd Financial first reported a position in AGG in Q1 2020 and has held it in 15 quarters since. 1,904 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Copperwynd Financial held 79,180 shares of iShares Core US Aggregate Bond ETF worth $7.85M as of Q2 2025.
  • Copperwynd Financial bought 39,688 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $3.89M.
  • iShares Core US Aggregate Bond ETF made up 1.96% of Copperwynd Financial's portfolio in Q2 2025, its #11 holding.
  • Copperwynd Financial first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 15 quarters since.
  • 1,904 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.