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Great Diamond Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Great Diamond Partners’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
-81,669
Closed -$8.08M – 226
2025
Q1 		$8.08M Buy
81,669
+2,490
+3% +$243K 2.21% 9
2024
Q4 		$7.67M Buy
79,179
+771
+1% +$75.9K 1.98% 9
2024
Q3 		$7.94M Sell
78,408
-1,137
-1% -$113K 2.02% 8
2024
Q2 		$7.72M Sell
79,545
-1,214
-2% -$117K 1.81% 9
2024
Q1 		$7.91M Buy
80,759
+2,317
+3% +$227K 1.82% 8
2023
Q4 		$7.79M Sell
78,442
-362
-0.5% -$34.5K 1.92% 10
2023
Q3 		$7.41M Sell
78,804
-159
-0.2% -$15.3K 2.01% 9
2023
Q2 		$7.73M Buy
78,963
+247
+0.3% +$24.4K 2.04% 10
2023
Q1 		$7.84M Sell
78,716
-588
-0.7% -$58.1K 2.27% 7
2022
Q4 		$7.69M Buy
79,304
+40,742
+106% +$3.94M 2.37% 4
2022
Q3 		$3.71M Buy
+38,562
New +$3.9M 1.27% 23

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

Great Diamond Partners's AGG Position: Q2 2025 in Review

Great Diamond Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 81,669 shares — an estimated $8.08M sold.

Great Diamond Partners first reported a position in AGG in Q3 2022 and held it in 11 quarters. The position peaked at $8.08M in Q1 2025. 1,904 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Great Diamond Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Great Diamond Partners sold 81,669 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $8.08M.
  • Great Diamond Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 11 quarters.
  • Great Diamond Partners's iShares Core US Aggregate Bond ETF position peaked at $8.08M in Q1 2025.
  • 1,904 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Great Diamond Partners's 13F filing for Q2 2025, filed 13 Aug 2025.