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

Edge 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
Q4 		$3.77M Buy
37,794
+55
+0.1% +$5.52K 1.59% 15
2025
Q3 		$3.79M Sell
37,739
-18,559
-33% -$1.84M 1.7% 14
2025
Q2 		$5.56M Sell
56,298
-30,403
-35% -$2.98M 2.93% 10
2025
Q1 		$8.58M Buy
+86,701
New +$8.48M 5.41% 4
2024
Q3 		– Sell
-5,580
Closed -$542K – 94
2024
Q2 		$542K Buy
+5,580
New +$539K 0.56% 48

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

Edge Financial Advisors's AGG Position: Q4 2025 in Review

Edge Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.15% in Q4 2025, buying an estimated $5.52K and bringing the position to 37,794 shares worth $3.77M. The position accounts for 1.59% of the portfolio, ranked #15.

Edge Financial Advisors first reported a position in AGG in Q2 2024 and has held it in 5 quarters since. The position peaked at $8.58M in Q1 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Edge Financial Advisors held 37,794 shares of iShares Core US Aggregate Bond ETF worth $3.77M as of Q4 2025.
  • Edge Financial Advisors bought 55 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $5.52K.
  • iShares Core US Aggregate Bond ETF made up 1.59% of Edge Financial Advisors's portfolio in Q4 2025, its #15 holding.
  • Edge Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Edge Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $8.58M in Q1 2025.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.