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

Curio Wealth’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 		– Sell
-1
Closed -$49.8K – 360
2025
Q1 		$49.8K Sell
1
-513
-100% -$50.1K 0.03% 127
2024
Q4 		$49.8K Buy
+514
New +$50.6K 0.03% 123

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 22.9% 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

Curio Wealth's AGG Position: Q2 2025 in Review

Curio Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 1 share — an estimated $49.8K sold.

Curio Wealth first reported a position in AGG in Q4 2024 and held it in 2 quarters. The position peaked at $49.8K in Q1 2025. 1,911 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Curio Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Curio Wealth sold 1 iShares Core US Aggregate Bond ETF share in Q2 2025, an estimated $49.8K.
  • Curio Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Curio Wealth's iShares Core US Aggregate Bond ETF position peaked at $49.8K in Q1 2025.
  • 1,911 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Curio Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.