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FSA Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FSA Wealth Management’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 		$25.2K Hold
212
– – 0.01% 224
2025
Q2 		$23.2K Hold
212
– – 0.01% 228
2025
Q1 		$22.2K Buy
212
+76
+56% +$7.43K 0.01% 213
2024
Q4 		$13.2K Hold
136
– – 0.01% 274
2024
Q3 		$13.8K Buy
+136
New +$13.6K 0.01% 279
2024
Q1 		$13.3K Hold
136
– – 0.01% 294
2023
Q4 		$13K Buy
+136
New +$12.9K 0.01% 284
2020
Q3 		– Sell
-58
Closed -$7K – 66
2020
Q2 		$7K Buy
+58
New +$6.79K ﹤0.01% 295

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FSA Wealth Management's AGG Position: Q3 2025 in Review

FSA Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2025 at 212 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #224.

FSA Wealth Management first reported a position in AGG in Q2 2020 and has held it in 8 quarters since. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • FSA Wealth Management held 212 shares of iShares Core US Aggregate Bond ETF worth $25.2K as of Q3 2025.
  • FSA Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2025.
  • iShares Core US Aggregate Bond ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #224 holding.
  • FSA Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 8 quarters since.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.