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Disciplined Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Disciplined Investments’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 		– Sell
-3,668
Closed -$368K – 132
2025
Q3 		$368K Sell
3,668
-732
-17% -$72.6K 0.15% 97
2025
Q2 		$436K Sell
4,400
-4,903
-53% -$480K 0.18% 86
2025
Q1 		$920K Sell
9,303
-887
-9% -$86.7K 0.42% 52
2024
Q4 		$987K Buy
+10,190
New +$1M 0.49% 54
2023
Q3 		– Sell
-1,647
Closed -$161K – 144
2023
Q2 		$161K Buy
1,647
+96
+6% +$9.49K 0.09% 125
2023
Q1 		$155K Sell
1,551
-230
-13% -$22.7K 0.07% 138
2022
Q4 		$173K Buy
1,781
+11
+0.6% +$1.06K 0.08% 119
2022
Q3 		$171K Buy
1,770
+7
+0.4% +$708 0.08% 133
2022
Q2 		$179K Buy
1,763
+3
+0.2% +$308 0.08% 131
2022
Q1 		$189K Sell
1,760
-21
-1% -$2.31K 0.08% 128
2021
Q4 		$203K Sell
1,781
-390
-18% -$44.6K 0.09% 111
2021
Q3 		$249K Sell
2,171
-82
-4% -$9.51K 0.12% 109
2021
Q2 		$260K Sell
2,253
-9,046
-80% -$1.04M 0.13% 106
2021
Q1 		$1.29M Buy
11,299
+32
+0.3% +$3.71K 0.76% 38
2020
Q4 		$1.33M Buy
11,267
+36
+0.3% +$4.24K 0.89% 34
2020
Q3 		$1.33M Buy
11,231
+49
+0.4% +$5.81K 0.98% 29
2020
Q2 		$1.32M Sell
11,182
-29
-0.3% -$3.4K 1.03% 28
2020
Q1 		$1.29M Buy
11,211
+8,555
+322% +$975K 1.23% 23
2019
Q4 		$298K Buy
+2,656
New +$299K 0.25% 73

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

Disciplined Investments's AGG Position: Q4 2025 in Review

Disciplined Investments sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 3,668 shares — an estimated $368K sold.

Disciplined Investments first reported a position in AGG in Q4 2019 and held it in 19 quarters. The position peaked at $1.33M in Q4 2020. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Disciplined Investments reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Disciplined Investments sold 3,668 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $368K.
  • Disciplined Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 19 quarters.
  • Disciplined Investments's iShares Core US Aggregate Bond ETF position peaked at $1.33M in Q4 2020.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Disciplined Investments's 13F filing for Q4 2025, filed 5 Feb 2026.