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Global Financial Private Client’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-247
Closed -$24.4K – 259
2025
Q1 		$24.4K Hold
247
– – 0.01% 419
2024
Q4 		$23.9K Hold
247
– – 0.01% 401
2024
Q3 		$25K Hold
247
– – 0.01% 401
2024
Q2 		$24K Hold
247
– – 0.01% 370
2024
Q1 		$23.9K Hold
247
– – 0.01% 377
2023
Q4 		$24.5K Hold
247
– – 0.01% 373
2023
Q3 		$23K Sell
247
-120
-33% -$11.6K 0.01% 362
2023
Q2 		$35.8K Hold
367
– – 0.02% 321
2023
Q1 		$36.6K Sell
367
-271
-42% -$26.8K 0.02% 313
2022
Q4 		$61.9K Buy
638
+135
+27% +$13.1K 0.03% 252
2022
Q3 		$48.7K Hold
503
– – 0.03% 270
2022
Q2 		$51.5K Sell
503
-30
-6% -$3.08K 0.03% 259
2022
Q1 		$56.9K Hold
533
– – 0.03% 252
2021
Q4 		$60.8K Sell
533
-56
-10% -$6.41K 0.03% 257
2021
Q3 		$67.7K Sell
589
-37
-6% -$4.29K 0.03% 223
2021
Q2 		$72.1K Buy
626
+56
+10% +$6.42K 0.04% 207
2021
Q1 		$65K Sell
570
-1
-0.2% -$116 0.05% 188
2020
Q4 		$67.5K Sell
571
-692
-55% -$81.5K 0.05% 166
2020
Q3 		$149K Hold
1,263
– – 0.13% 116
2020
Q2 		$149K Buy
1,263
+362
+40% +$42.4K 0.13% 122
2020
Q1 		$103K Sell
901
-419
-32% -$47.8K 0.11% 141
2019
Q4 		$148K Buy
+1,320
New +$149K 0.12% 136

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Global Financial Private Client's AGG Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 247 shares — an estimated $24.4K sold.

Global Financial Private Client first reported a position in AGG in Q4 2019 and held it in 22 quarters. The position peaked at $149K in Q2 2020. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 247 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $24.4K.
  • Global Financial Private Client first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's iShares Core US Aggregate Bond ETF position peaked at $149K in Q2 2020.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.