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Financial Counselors Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Counselors Inc’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
-35,432
Closed -$3.5M – 30
2025
Q1 		$3.5M Buy
35,432
+468
+1% +$45.8K 0.05% 221
2024
Q4 		$3.39M Buy
34,964
+1,634
+5% +$161K 0.05% 229
2024
Q3 		$3.38M Sell
33,330
-529
-2% -$52.8K 0.05% 230
2024
Q2 		$3.29M Buy
33,859
+3,697
+12% +$357K 0.05% 219
2024
Q1 		$2.95M Buy
30,162
+2,891
+11% +$283K 0.05% 226
2023
Q4 		$2.71M Sell
27,271
-489
-2% -$46.5K 0.05% 241
2023
Q3 		$2.61M Buy
+27,760
New +$2.67M 0.05% 232

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

Financial Counselors Inc's AGG Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 35,432 shares — an estimated $3.5M sold.

Financial Counselors Inc first reported a position in AGG in Q3 2023 and held it in 7 quarters. The position peaked at $3.5M in Q1 2025. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 35,432 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $3.5M.
  • Financial Counselors Inc first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and held it in 7 quarters.
  • Financial Counselors Inc's iShares Core US Aggregate Bond ETF position peaked at $3.5M in Q1 2025.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.