Investment House LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Investment House LLC’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	–	Sell	-23,968	Closed	-$2.4M	–	217
2025 Q3	$2.4M	Buy	23,968 +16,053	+203%	+$1.59M	0.11%	112
2025 Q2	$785K	Sell	7,915 -7,983	-50%	-$782K	0.04%	153
2025 Q1	$1.57M	Buy	+15,898	New	+$1.55M	0.09%	128
2024 Q4	–	Sell	-29,965	Closed	-$3.03M	–	200
2024 Q3	$3.03M	Buy	+29,965	New	+$2.99M	0.16%	97
2023 Q4	–	Sell	-29,773	Closed	-$2.8M	–	192
2023 Q3	$2.8M	Buy	29,773 +784	+3%	+$75.5K	0.22%	83
2023 Q2	$2.84M	Buy	+28,989	New	+$2.87M	0.21%	81
2022 Q4	–	Sell	-7,768	Closed	-$748K	–	171
2022 Q3	$748K	Buy	7,768 +364	+5%	+$36.8K	0.07%	117
2022 Q2	$753K	Hold	7,404	–	–	0.07%	113
2022 Q1	$793K	Buy	+7,404	New	+$815K	0.06%	116

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Investment House LLC's AGG Position: Q4 2025 in Review

Investment House LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 23,968 shares — an estimated $2.4M sold.

Investment House LLC first reported a position in AGG in Q1 2022 and held it in 9 quarters. The position peaked at $3.03M in Q3 2024. 2,098 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Investment House LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Investment House LLC sold 23,968 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $2.4M.
Investment House LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 9 quarters.
Investment House LLC's iShares Core US Aggregate Bond ETF position peaked at $3.03M in Q3 2024.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Investment House LLC's 13F filing for Q4 2025, filed 6 Feb 2026.