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

GGM 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 		$3.73M Sell
37,699
-7,601
-17% -$743K 2.07% 8
2024
Q4 		$4.39M Sell
45,300
-3,011
-6% -$297K 2.29% 10
2024
Q3 		$4.89M Sell
48,311
-7,639
-14% -$762K 2.11% 10
2024
Q2 		$5.43M Sell
55,950
-4,256
-7% -$411K 2.48% 8
2024
Q1 		$5.83M Sell
60,206
-15,046
-20% -$1.47M 2.72% 8
2023
Q4 		$7.38M Sell
75,252
-7,485
-9% -$712K 3.05% 10
2023
Q3 		$7.78M Sell
82,737
-13,849
-14% -$1.33M 3.37% 5
2023
Q2 		$9.37M Buy
96,586
+13,224
+16% +$1.31M 3.8% 4
2023
Q1 		$8.31M Buy
83,362
+28,808
+53% +$2.85M 4.74% 3
2022
Q4 		$5.4M Buy
54,554
+6,116
+13% +$592K 2.79% 12
2022
Q3 		$4.58M Buy
48,438
+2,465
+5% +$249K 2.47% 12
2022
Q2 		$4.68M Buy
45,973
+41,360
+897% +$4.25M 2.61% 12
2022
Q1 		$475K Buy
+4,613
New +$508K 0.24% 80

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

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

GGM Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q1 2025, selling an estimated $743K and leaving 37,699 shares worth $3.73M. The position accounts for 2.07% of the portfolio, ranked #8.

GGM Wealth Advisors first reported a position in AGG in Q1 2022 and has held it in 13 quarters since. The position peaked at $9.37M in Q2 2023. 1,926 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • GGM Wealth Advisors held 37,699 shares of iShares Core US Aggregate Bond ETF worth $3.73M as of Q1 2025.
  • GGM Wealth Advisors sold 7,601 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $743K.
  • iShares Core US Aggregate Bond ETF made up 2.07% of GGM Wealth Advisors's portfolio in Q1 2025, its #8 holding.
  • GGM Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • GGM Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $9.37M in Q2 2023.
  • 1,926 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.