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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$461K Sell
4,603
-333
-7% -$33K 0.17% 70
2025
Q2
$490K Buy
+4,936
New +$484K 0.23% 62

Other funds holding AGG

Guerra Advisors's AGG Position: Q3 2025 in Review

Guerra Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.7% in Q3 2025, selling an estimated $33K and leaving 4,603 shares worth $461K. The position accounts for 0.17% of the portfolio, ranked #70.

Guerra Advisors first reported a position in AGG in Q2 2025 and has held it in 2 quarters since. The position peaked at $490K in Q2 2025. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Guerra Advisors held 4,603 shares of iShares Core US Aggregate Bond ETF worth $461K as of Q3 2025.
  • Guerra Advisors sold 333 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $33K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Guerra Advisors's portfolio in Q3 2025, its #70 holding.
  • Guerra Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • Guerra Advisors's iShares Core US Aggregate Bond ETF position peaked at $490K in Q2 2025.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.