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

GDS 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
Q1 		– Sell
-2,880
Closed -$279K – 168
2024
Q4 		$279K Buy
2,880
+229
+9% +$22.6K 0.03% 144
2024
Q3 		$268K Sell
2,651
-629
-19% -$62.8K 0.03% 143
2024
Q2 		$318K Sell
3,280
-1,231
-27% -$119K 0.03% 106
2024
Q1 		$442K Sell
4,511
-288
-6% -$28.2K 0.05% 92
2023
Q4 		$476K Buy
4,799
+1,066
+29% +$101K 0.06% 88
2023
Q3 		$351K Buy
3,733
+610
+20% +$58.7K 0.06% 91
2023
Q2 		$306K Sell
3,123
-13
-0.4% -$1.28K 0.05% 104
2023
Q1 		$312K Sell
3,136
-924
-23% -$91.3K 0.06% 95
2022
Q4 		$394K Sell
4,060
-448
-10% -$43.3K 0.08% 89
2022
Q3 		$434K Sell
4,508
-1,810
-29% -$183K 0.1% 75
2022
Q2 		$642K Sell
6,318
-229,713
-97% -$23.6M 0.14% 64
2022
Q1 		$24.5M Buy
236,031
+17,638
+8% +$1.94M 5.39% 4
2021
Q4 		$24.9M Buy
+218,393
New +$25M 5.57% 4

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

GDS Wealth Management's AGG Position: Q1 2025 in Review

GDS Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 2,880 shares — an estimated $279K sold.

GDS Wealth Management first reported a position in AGG in Q4 2021 and held it in 13 quarters. The position peaked at $24.9M in Q4 2021. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • GDS Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GDS Wealth Management sold 2,880 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $279K.
  • GDS Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 13 quarters.
  • GDS Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $24.9M in Q4 2021.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on GDS Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.