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

DHK Financial 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
Q2 		$843K Sell
8,500
-8,500
-50% -$833K 0.48% 43
2025
Q1 		$1.68M Buy
17,000
+8,500
+100% +$831K 0.92% 22
2024
Q4 		$824K Hold
8,500
– – 0.5% 45
2024
Q3 		$861K Buy
+8,500
New +$848K 0.53% 37

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

DHK Financial Advisors's AGG Position: Q2 2025 in Review

DHK Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 50% in Q2 2025, selling an estimated $833K and leaving 8,500 shares worth $843K. The position accounts for 0.48% of the portfolio, ranked #43.

DHK Financial Advisors first reported a position in AGG in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.68M in Q1 2025. 1,907 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • DHK Financial Advisors held 8,500 shares of iShares Core US Aggregate Bond ETF worth $843K as of Q2 2025.
  • DHK Financial Advisors sold 8,500 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $833K.
  • iShares Core US Aggregate Bond ETF made up 0.48% of DHK Financial Advisors's portfolio in Q2 2025, its #43 holding.
  • DHK Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • DHK Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.68M in Q1 2025.
  • 1,907 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.