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

FSC 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
-3,957
Closed -$383K – 263
2024
Q4 		$383K Buy
+3,957
New +$390K 0.25% 52
2024
Q1 		– Sell
-4,986
Closed -$495K – 256
2023
Q4 		$495K Buy
+4,986
New +$474K 0.36% 31
2023
Q1 		– Sell
-3,613
Closed -$350K – 173
2022
Q4 		$350K Buy
+3,613
New +$349K 0.6% 12
2022
Q3 		– Sell
-13,171
Closed -$1.34M – 198
2022
Q2 		$1.34M Buy
+13,171
New +$1.35M 11.87% 1

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 $374B AUM 17.66% 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
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

FSC Wealth Advisors's AGG Position: Q1 2025 in Review

FSC Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 3,957 shares — an estimated $383K sold.

FSC Wealth Advisors first reported a position in AGG in Q2 2022 and held it in 4 quarters. The position peaked at $1.34M in Q2 2022. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • FSC Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 3,957 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $383K.
  • FSC Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 4 quarters.
  • FSC Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.34M in Q2 2022.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.