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

FullCircle Wealth’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 		$228K Buy
2,280
+7
+0.3% +$695 0.08% 244
2025
Q2 		$226K Sell
2,273
-128
-5% -$12.5K 0.08% 239
2025
Q1 		$237K Sell
2,401
-2,758
-53% -$270K 0.1% 200
2024
Q4 		$502K Buy
5,159
+2,886
+127% +$284K 0.21% 130
2024
Q3 		$224K Hold
2,273
– – 0.1% 167
2024
Q2 		$222K Buy
+2,273
New +$219K 0.11% 152

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

FullCircle Wealth's AGG Position: Q3 2025 in Review

FullCircle Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.31% in Q3 2025, buying an estimated $695 and bringing the position to 2,280 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #244.

FullCircle Wealth first reported a position in AGG in Q2 2024 and has held it in 6 quarters since. The position peaked at $502K in Q4 2024. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • FullCircle Wealth held 2,280 shares of iShares Core US Aggregate Bond ETF worth $228K as of Q3 2025.
  • FullCircle Wealth bought 7 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $695.
  • iShares Core US Aggregate Bond ETF made up 0.08% of FullCircle Wealth's portfolio in Q3 2025, its #244 holding.
  • FullCircle Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's iShares Core US Aggregate Bond ETF position peaked at $502K in Q4 2024.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.