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Financial Gravity Companies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Gravity Companies’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 		$16.5K Buy
+166
New +$16.3K ﹤0.01% 484
2024
Q4 		$21.2K Buy
219
+13
+6% +$1.28K ﹤0.01% 435
2024
Q3 		$20.9K Buy
+206
New +$20.6K 0.01% 269
2018
Q4 		$169K Buy
+1,578
New +$166K 0.15% 149
2018
Q1 		$9K Buy
90
+14
+18% +$1.5K 0.01% 602
2017
Q4 		$8K Buy
+76
New +$8.31K 0.01% 592

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 Gravity Companies's AGG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2025: 166 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AGG as recently as Q4 2024.

Financial Gravity Companies first reported a position in AGG in Q4 2017 and has held it in 6 quarters since. The position peaked at $169K in Q4 2018. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Financial Gravity Companies held 166 shares of iShares Core US Aggregate Bond ETF worth $16.5K as of Q2 2025.
  • iShares Core US Aggregate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #484 holding.
  • Financial Gravity Companies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's iShares Core US Aggregate Bond ETF position peaked at $169K in Q4 2018.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.