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HI
Human Investing’s
iShares Core US Aggregate Bond ETF
AGG
Stock Holding History
Human Investing’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
-2,445
Closed
-$243K
–
92
2025
Q2
$243K
Sell
2,445
-160
-6%
-$15.7K
0.04%
84
2025
Q1
$258K
Buy
+2,605
New
+$255K
0.05%
78
2021
Q4
–
Sell
-3,212
Closed
-$369K
–
72
2021
Q3
$369K
Sell
3,212
-23,724
-88%
-$2.75M
0.09%
103
2021
Q2
$3.11M
Buy
26,936
+2,517
+10%
+$288K
0.76%
23
2021
Q1
$2.78M
Buy
24,419
+2,690
+12%
+$311K
0.71%
24
2020
Q4
$2.57M
Buy
21,729
+3,559
+20%
+$419K
0.73%
23
2020
Q3
$2.15M
Buy
18,170
+4,232
+30%
+$502K
0.7%
31
2020
Q2
$1.65M
Buy
13,938
+1,192
+9%
+$140K
0.58%
41
2020
Q1
$1.47M
Sell
12,746
-2,126
-14%
-$242K
0.64%
39
2019
Q4
$1.67M
Buy
14,872
+207
+1%
+$23.3K
0.55%
50
2019
Q3
$1.66M
Buy
14,665
+1,394
+11%
+$157K
0.59%
47
2019
Q2
$1.48M
Buy
13,271
+878
+7%
+$96K
0.54%
53
2019
Q1
$1.35M
Buy
12,393
+1,862
+18%
+$200K
0.51%
61
2018
Q4
$1.12M
Buy
+10,531
New
+$1.1M
0.47%
68
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1-Year Est. Return
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$324B AUM
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1-Year Est. Return
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$501B AUM
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1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
US Bancorp
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$82.4B AUM
19.69%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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