FRG Family Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FRG Family Wealth 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 Q1	–	Sell	-5,785	Closed	-$561K	–	145
2024 Q4	$561K	Buy	5,785 +1,300	+29%	+$128K	0.1%	99
2024 Q3	$454K	Buy	+4,485	New	+$447K	0.08%	108
2021 Q1	–	Sell	-18,700	Closed	-$2.21M	–	133
2020 Q4	$2.21M	Hold	18,700	–	–	0.48%	46
2020 Q3	$2.21M	Buy	+18,700	New	+$2.22M	0.54%	44
2016 Q4	–	Sell	-1,837	Closed	-$207K	–	130
2016 Q3	$207K	Hold	1,837	–	–	0.09%	122
2016 Q2	$207K	Hold	1,837	–	–	0.09%	121
2016 Q1	$203K	Buy	+1,837	New	+$201K	0.1%	121

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FRG Family Wealth Advisors's AGG Position: Q1 2025 in Review

FRG Family Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 5,785 shares — an estimated $561K sold.

FRG Family Wealth Advisors first reported a position in AGG in Q1 2016 and held it in 7 quarters. The position peaked at $2.21M in Q4 2020. 1,926 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

FRG Family Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
FRG Family Wealth Advisors sold 5,785 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $561K.
FRG Family Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and held it in 7 quarters.
FRG Family Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.21M in Q4 2020.
1,926 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.