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Financial Advocates Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Advocates Investment Management’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
-48,601
Closed -$4.85M – 114
2025
Q2 		$4.85M Sell
48,601
-123,164
-72% -$12.1M 0.4% 50
2025
Q1 		$17M Sell
171,765
-10,966
-6% -$1.07M 1.19% 13
2024
Q4 		$17.7M Buy
182,731
+12,291
+7% +$1.21M 1.01% 16
2024
Q3 		$17.2M Buy
170,440
+2,786
+2% +$278K 0.97% 13
2024
Q2 		$16.3M Buy
167,654
+4,302
+3% +$415K 1.01% 15
2024
Q1 		$16M Buy
163,352
+43,115
+36% +$4.22M 0.93% 12
2023
Q4 		$11.9M Buy
120,237
+75,002
+166% +$7.14M 0.78% 24
2023
Q3 		$4.25M Sell
45,235
-60
-0.1% -$5.78K 0.31% 84
2023
Q2 		$4.15M Sell
45,295
-23,687
-34% -$2.34M 0.3% 85
2023
Q1 		$6.87M Sell
68,982
-16,681
-19% -$1.65M 0.49% 41
2022
Q4 		$8.31M Buy
85,663
+36,049
+73% +$3.49M 0.62% 25
2022
Q3 		$4.78M Sell
49,614
-21,620
-30% -$2.19M 0.39% 62
2022
Q2 		$7.24M Sell
71,234
-9,251
-11% -$951K 0.59% 28
2022
Q1 		$8.62M Buy
80,485
+5,083
+7% +$559K 0.57% 33
2021
Q4 		$8.6M Buy
75,402
+25,823
+52% +$2.95M 0.54% 32
2021
Q3 		$5.49M Sell
49,579
-50,886
-51% -$5.9M 0.37% 56
2021
Q2 		$11.6M Buy
100,465
+46,015
+85% +$5.27M 0.77% 20
2021
Q1 		$6.2M Sell
54,450
-5,120
-9% -$593K 0.44% 44
2020
Q4 		$7.16M Sell
59,570
-5,876
-9% -$692K 0.49% 43
2020
Q3 		$7.73M Buy
65,446
+141
+0.2% +$16.7K 0.66% 27
2020
Q2 		$7.7M Buy
65,305
+13,652
+26% +$1.6M 0.73% 25
2020
Q1 		$5.96M Sell
51,653
-5,082
-9% -$579K 0.85% 23
2019
Q4 		$6.38M Buy
56,735
+2,502
+5% +$282K 0.68% 27
2019
Q3 		$6.14M Buy
54,233
+2,541
+5% +$286K 0.7% 28
2019
Q2 		$5.76M Sell
51,692
-3,056
-6% -$334K 0.67% 32
2019
Q1 		$5.97M Buy
54,748
+3,139
+6% +$337K 0.74% 26
2018
Q4 		$5.5M Buy
51,609
+32,747
+174% +$3.43M 0.75% 24
2018
Q3 		$1.99M Sell
18,862
-28,631
-60% -$3.04M 0.22% 107
2018
Q2 		$5.04M Buy
47,493
+2,209
+5% +$234K 0.61% 39
2018
Q1 		$4.86M Sell
45,284
-4,705
-9% -$505K 0.63% 36
2017
Q4 		$5.47M Buy
+49,989
New +$5.47M 0.75% 29

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 $6.73T AUM 46.02% 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 $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

Financial Advocates Investment Management's AGG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 48,601 shares — an estimated $4.85M sold.

Financial Advocates Investment Management first reported a position in AGG in Q4 2017 and held it in 31 quarters. The position peaked at $17.7M in Q4 2024. 1,927 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 48,601 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $4.85M.
  • Financial Advocates Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Core US Aggregate Bond ETF position peaked at $17.7M in Q4 2024.
  • 1,927 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.