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Fiduciary Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fiduciary Trust’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 		– Sell
-2,959
Closed -$293K – 828
2025
Q1 		$293K Hold
2,959
– – ﹤0.01% 674
2024
Q4 		$287K Buy
2,959
+532
+22% +$52.4K ﹤0.01% 581
2024
Q3 		$246K Buy
+2,427
New +$242K ﹤0.01% 603
2023
Q4 		– Sell
-6,329
Closed -$595K – 623
2023
Q3 		$595K Sell
6,329
-133
-2% -$12.8K 0.01% 405
2023
Q2 		$633K Buy
6,462
+737
+13% +$72.9K 0.01% 401
2023
Q1 		$570K Buy
5,725
+1,157
+25% +$114K 0.01% 419
2022
Q4 		$443K Sell
4,568
-1,230
-21% -$119K 0.01% 473
2022
Q3 		$559K Sell
5,798
-7,107
-55% -$719K 0.01% 420
2022
Q2 		$1.31M Sell
12,905
-80
-0.6% -$8.22K 0.03% 288
2022
Q1 		$1.39M Sell
12,985
-1,132
-8% -$125K 0.02% 298
2021
Q4 		$1.61M Buy
14,117
+328
+2% +$37.5K 0.03% 281
2021
Q3 		$1.58M Buy
13,789
+474
+4% +$54.9K 0.03% 269
2021
Q2 		$1.53M Sell
13,315
-250
-2% -$28.6K 0.03% 275
2021
Q1 		$1.54M Sell
13,565
-1,992
-13% -$231K 0.03% 269
2020
Q4 		$1.84M Buy
15,557
+168
+1% +$19.8K 0.04% 242
2020
Q3 		$1.82M Buy
15,389
+392
+3% +$46.5K 0.04% 228
2020
Q2 		$1.77M Sell
14,997
-376
-2% -$44K 0.04% 226
2020
Q1 		$1.77M Sell
15,373
-177
-1% -$20.2K 0.05% 203
2019
Q4 		$1.75M Buy
15,550
+246
+2% +$27.7K 0.04% 220
2019
Q3 		$1.73M Sell
15,304
-619
-4% -$69.6K 0.04% 211
2019
Q2 		$1.77M Buy
15,923
+600
+4% +$65.6K 0.05% 204
2019
Q1 		$1.67M Buy
15,323
+230
+2% +$24.7K 0.04% 208
2018
Q4 		$1.61M Buy
15,093
+868
+6% +$91K 0.05% 198
2018
Q3 		$1.5M Buy
14,225
+3,777
+36% +$401K 0.04% 217
2018
Q2 		$1.11M Sell
10,448
-717
-6% -$76K 0.03% 238
2018
Q1 		$1.2M Sell
11,165
-9,009
-45% -$967K 0.04% 234
2017
Q4 		$2.21M Sell
20,174
-222
-1% -$24.3K 0.07% 182
2017
Q3 		$2.23M Sell
20,396
-450
-2% -$49.4K 0.07% 179
2017
Q2 		$2.28M Buy
20,846
+2,320
+13% +$254K 0.07% 177
2017
Q1 		$2.01M Sell
18,526
-6,211
-25% -$672K 0.06% 189
2016
Q4 		$2.67M Sell
24,737
-1,714
-6% -$188K 0.09% 166
2016
Q3 		$2.97M Buy
26,451
+1,694
+7% +$190K 0.1% 155
2016
Q2 		$2.79M Buy
24,757
+3,487
+16% +$387K 0.1% 159
2016
Q1 		$2.36M Buy
21,270
+11,345
+114% +$1.24M 0.08% 173
2015
Q4 		$1.07M Buy
9,925
+201
+2% +$21.9K 0.05% 215
2015
Q3 		$1.07M Buy
+9,724
New +$1.06M 0.05% 201
2015
Q1 		– Sell
-17,750
Closed -$1.96M – 351
2014
Q4 		$1.96M Buy
+17,750
New +$1.95M 0.08% 157

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fiduciary Trust's AGG Position: Q2 2025 in Review

Fiduciary Trust sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 2,959 shares — an estimated $293K sold.

Fiduciary Trust first reported a position in AGG in Q4 2014 and held it in 37 quarters. The position peaked at $2.97M in Q3 2016. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Fiduciary Trust reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Trust sold 2,959 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $293K.
  • Fiduciary Trust first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 37 quarters.
  • Fiduciary Trust's iShares Core US Aggregate Bond ETF position peaked at $2.97M in Q3 2016.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Fiduciary Trust's 13F filing for Q2 2025, filed 14 Aug 2025.