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

Elios Financial Group’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 		$778K Buy
7,838
+2,501
+47% +$245K 0.35% 62
2025
Q1 		$528K Buy
5,337
+260
+5% +$25.4K 0.26% 71
2024
Q4 		$492K Sell
5,077
-1,650
-25% -$163K 0.23% 73
2024
Q3 		$681K Buy
+6,727
New +$671K 0.31% 60

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

Elios Financial Group's AGG Position: Q2 2025 in Review

Elios Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 47% in Q2 2025, buying an estimated $245K and bringing the position to 7,838 shares worth $778K. The position accounts for 0.35% of the portfolio, ranked #62.

Elios Financial Group first reported a position in AGG in Q3 2024 and has held it in 4 quarters since. 1,909 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Elios Financial Group held 7,838 shares of iShares Core US Aggregate Bond ETF worth $778K as of Q2 2025.
  • Elios Financial Group bought 2,501 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $245K.
  • iShares Core US Aggregate Bond ETF made up 0.35% of Elios Financial Group's portfolio in Q2 2025, its #62 holding.
  • Elios Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,909 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.