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First Citizens Investor Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First Citizens Investor Services’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
Q4 		$29.6M Sell
296,581
-1,250
-0.4% -$125K 11.3% 3
2025
Q3 		$29.9M Buy
+297,831
New +$29.5M 11.54% 3

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

First Citizens Investor Services's AGG Position: Q4 2025 in Review

First Citizens Investor Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.42% in Q4 2025, selling an estimated $125K and leaving 296,581 shares worth $29.6M. The position accounts for 11.3% of the portfolio, ranked #3.

First Citizens Investor Services first reported a position in AGG in Q3 2025 and has held it in 2 quarters since. The position peaked at $29.9M in Q3 2025. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • First Citizens Investor Services held 296,581 shares of iShares Core US Aggregate Bond ETF worth $29.6M as of Q4 2025.
  • First Citizens Investor Services sold 1,250 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $125K.
  • iShares Core US Aggregate Bond ETF made up 11.3% of First Citizens Investor Services's portfolio in Q4 2025, its #3 holding.
  • First Citizens Investor Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • First Citizens Investor Services's iShares Core US Aggregate Bond ETF position peaked at $29.9M in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on First Citizens Investor Services's 13F filing for Q4 2025, filed 30 Jan 2026.