FFA
AGG icon

Fi3 Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fi3 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
Q3 		– Sell
-7,470
Closed -$741K – 162
2025
Q2 		$741K Sell
7,470
-8,112
-52% -$795K 0.27% 37
2025
Q1 		$1.54M Sell
15,582
-28,704
-65% -$2.81M 0.63% 22
2024
Q4 		$4.29M Buy
+44,286
New +$4.36M 1.61% 15
2023
Q2 		– Sell
-22,403
Closed -$2.23M – 71
2023
Q1 		$2.23M Sell
22,403
-3,084
-12% -$305K 1.19% 16
2022
Q4 		$2.47M Buy
+25,487
New +$2.46M 1.41% 15

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Fi3 Financial Advisors's AGG Position: Q3 2025 in Review

Fi3 Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 7,470 shares — an estimated $741K sold.

Fi3 Financial Advisors first reported a position in AGG in Q4 2022 and held it in 5 quarters. The position peaked at $4.29M in Q4 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Fi3 Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Fi3 Financial Advisors sold 7,470 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $741K.
  • Fi3 Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 5 quarters.
  • Fi3 Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.29M in Q4 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Fi3 Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.