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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

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 22.96% 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

Human Investing's AGG Position: Q3 2025 in Review

Human Investing sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,445 shares — an estimated $243K sold.

Human Investing first reported a position in AGG in Q4 2018 and held it in 14 quarters. The position peaked at $3.11M in Q2 2021. 1,931 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Human Investing reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Human Investing sold 2,445 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $243K.
  • Human Investing first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 14 quarters.
  • Human Investing's iShares Core US Aggregate Bond ETF position peaked at $3.11M in Q2 2021.
  • 1,931 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Human Investing's 13F filing for Q3 2025, filed 3 Nov 2025.