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Forbes Financial Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Forbes Financial Planning’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
-81,025
Closed -$8.01M – 35
2025
Q1 		$8.01M Buy
81,025
+1,555
+2% +$152K 5.94% 6
2024
Q4 		$7.7M Buy
79,470
+2,808
+4% +$277K 3.73% 8
2024
Q3 		$7.76M Buy
76,662
+1,138
+2% +$114K 5.59% 6
2024
Q2 		$7.33M Buy
75,524
+2,505
+3% +$242K 5.76% 6
2024
Q1 		$7.15M Buy
73,019
+769
+1% +$75.3K 6.15% 6
2023
Q4 		$7.17M Buy
72,250
+2,413
+3% +$230K 6.68% 5
2023
Q3 		$6.57M Sell
69,837
-486
-0.7% -$46.8K 7.04% 5
2023
Q2 		$6.89M Sell
70,323
-1,194
-2% -$118K 6.65% 5
2023
Q1 		$7.13M Buy
71,517
+16,186
+29% +$1.6M 7.01% 5
2022
Q4 		$5.33M Hold
55,331
– – 7.76% 2
2022
Q3 		$5.33M Buy
55,331
+5,456
+11% +$552K 7.76% 2
2022
Q2 		$5.08M Buy
+49,875
New +$5.13M 7.28% 4

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 $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Forbes Financial Planning's AGG Position: Q2 2025 in Review

Forbes Financial Planning sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 81,025 shares — an estimated $8.01M sold.

Forbes Financial Planning first reported a position in AGG in Q2 2022 and held it in 12 quarters. The position peaked at $8.01M in Q1 2025. 1,905 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Forbes Financial Planning reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Forbes Financial Planning sold 81,025 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $8.01M.
  • Forbes Financial Planning first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 12 quarters.
  • Forbes Financial Planning's iShares Core US Aggregate Bond ETF position peaked at $8.01M in Q1 2025.
  • 1,905 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Forbes Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.