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

Etesian Wealth 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 		– Sell
-2,335
Closed -$234K – 135
2025
Q3 		$234K Sell
2,335
-620
-21% -$61.5K 0.08% 127
2025
Q2 		$293K Sell
2,955
-2,086
-41% -$204K 0.11% 117
2025
Q1 		$499K Sell
5,041
-229
-4% -$22.4K 0.21% 94
2024
Q4 		$511K Hold
5,270
– – 0.23% 99
2024
Q3 		$534K Buy
+5,270
New +$526K 0.24% 99
2023
Q2 		– Sell
-5,096
Closed -$508K – 108
2023
Q1 		$508K Sell
5,096
-37
-0.7% -$3.66K 0.34% 85
2022
Q4 		$498K Buy
+5,133
New +$496K 0.36% 85

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Etesian Wealth Advisors's AGG Position: Q4 2025 in Review

Etesian Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 2,335 shares — an estimated $234K sold.

Etesian Wealth Advisors first reported a position in AGG in Q4 2022 and held it in 7 quarters. The position peaked at $534K in Q3 2024. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Etesian Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Etesian Wealth Advisors sold 2,335 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $234K.
  • Etesian Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 7 quarters.
  • Etesian Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $534K in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Etesian Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.