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GPS Wealth Strategies Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$751K Sell
7,521
-145,664
-95% -$14.6M 0.64% 36
2025
Q3 		$15.4M Buy
153,185
+3,850
+3% +$382K 1.62% 15
2025
Q2 		$14.8M Sell
149,335
-2,234
-1% -$219K 1.71% 13
2025
Q1 		$15M Buy
151,569
+16,022
+12% +$1.57M 2.02% 9
2024
Q4 		$13.1M Sell
135,547
-29,763
-18% -$2.93M 1.69% 11
2024
Q3 		$16.7M Buy
165,310
+161,744
+4,536% +$16.1M 2.23% 9
2024
Q2 		$346K Buy
3,566
+3,044
+583% +$294K 0.05% 194
2024
Q1 		$51.1K Buy
522
+149
+40% +$14.6K 0.01% 506
2023
Q4 		$37K Hold
373
– – 0.01% 559
2023
Q3 		$35.1K Hold
373
– – 0.01% 571
2023
Q2 		$36.5K Hold
373
– – 0.01% 562
2023
Q1 		$37.2K Buy
+373
New +$36.9K 0.01% 537
2022
Q4 		– Sell
-57
Closed -$5K – 138
2022
Q3 		$5K Hold
57
– – ﹤0.01% 878
2022
Q2 		$6K Hold
57
– – ﹤0.01% 842
2022
Q1 		$6K Hold
57
– – ﹤0.01% 811
2021
Q4 		$7K Hold
57
– – ﹤0.01% 793
2021
Q3 		$7K Sell
57
-14
-20% -$1.62K ﹤0.01% 773
2021
Q2 		$8K Sell
71
-27
-28% -$3.09K ﹤0.01% 767
2021
Q1 		$11K Buy
+98
New +$11.3K ﹤0.01% 651

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

GPS Wealth Strategies Group's AGG Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 95% in Q4 2025, selling an estimated $14.6M and leaving 7,521 shares worth $751K. The position accounts for 0.64% of the portfolio, ranked #36.

GPS Wealth Strategies Group first reported a position in AGG in Q1 2021 and has held it in 19 quarters since. The position peaked at $16.7M in Q3 2024. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • GPS Wealth Strategies Group held 7,521 shares of iShares Core US Aggregate Bond ETF worth $751K as of Q4 2025.
  • GPS Wealth Strategies Group sold 145,664 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $14.6M.
  • iShares Core US Aggregate Bond ETF made up 0.64% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #36 holding.
  • GPS Wealth Strategies Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's iShares Core US Aggregate Bond ETF position peaked at $16.7M in Q3 2024.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.