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Goelzer Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Goelzer Investment 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
Q3 		– Sell
-3,378
Closed -$335K – 248
2025
Q2 		$335K Buy
3,378
+129
+4% +$12.6K 0.02% 214
2025
Q1 		$321K Hold
3,249
– – 0.02% 207
2024
Q4 		$315K Buy
+3,249
New +$320K 0.02% 211

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goelzer Investment Management's AGG Position: Q3 2025 in Review

Goelzer Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 3,378 shares — an estimated $335K sold.

Goelzer Investment Management first reported a position in AGG in Q4 2024 and held it in 3 quarters. The position peaked at $335K in Q2 2025. 1,932 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Goelzer Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Goelzer Investment Management sold 3,378 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $335K.
  • Goelzer Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Goelzer Investment Management's iShares Core US Aggregate Bond ETF position peaked at $335K in Q2 2025.
  • 1,932 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Goelzer Investment Management's 13F filing for Q3 2025, filed 14 Oct 2025.