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Fort Sheridan Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fort Sheridan Advisors’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
Q3 		– Sell
-2,370
Closed -$235K – 269
2025
Q2 		$235K Sell
2,370
-181
-7% -$17.7K 0.03% 230
2025
Q1 		$252K Hold
2,551
– – 0.04% 219
2024
Q4 		$247K Buy
2,551
+181
+8% +$17.8K 0.04% 225
2024
Q3 		$240K Hold
2,370
– – 0.04% 220
2024
Q2 		$230K Hold
2,370
– – 0.04% 210
2024
Q1 		$232K Hold
2,370
– – 0.04% 181
2023
Q4 		$235K Buy
+2,370
New +$226K 0.05% 172

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Fort Sheridan Advisors's AGG Position: Q3 2025 in Review

Fort Sheridan Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,370 shares — an estimated $235K sold.

Fort Sheridan Advisors first reported a position in AGG in Q4 2023 and held it in 7 quarters. The position peaked at $252K in Q1 2025. 1,932 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Fort Sheridan Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Sheridan Advisors sold 2,370 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $235K.
  • Fort Sheridan Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 7 quarters.
  • Fort Sheridan Advisors's iShares Core US Aggregate Bond ETF position peaked at $252K in Q1 2025.
  • 1,932 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Fort Sheridan Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.