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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
2024
Q1 		– Sell
-2
Closed -$15 – 774
2023
Q4 		$15 Buy
+2
New +$190 ﹤0.01% 732

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.