Iron Horse Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Iron Horse Wealth Management’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	$10.2K	Buy	103 +71	+222%	+$6.96K	﹤0.01%	277
2025 Q1	$3.13K	Buy	32 +29	+967%	+$2.83K	﹤0.01%	416
2024 Q4	$250	Hold	3	–	–	﹤0.01%	481
2024 Q3	$258	Hold	3	–	–	﹤0.01%	477
2024 Q2	$245	Hold	3	–	–	﹤0.01%	458
2024 Q1	$245	Buy	3 +1	+50%	+$98	﹤0.01%	443
2023 Q4	$247	Hold	2	–	–	﹤0.01%	470
2023 Q3	$231	Hold	2	–	–	﹤0.01%	483
2023 Q2	$239	Hold	2	–	–	﹤0.01%	296
2023 Q1	$241	Hold	2	–	–	﹤0.01%	327
2022 Q4	$0	Buy	+2	New	+$193	﹤0.01%	237
2022 Q2	–	Sell	-2	Closed	–	–	246
2022 Q1	$0	Hold	2	–	–	﹤0.01%	215
2021 Q4	$0	Hold	2	–	–	﹤0.01%	206
2021 Q3	$0	Hold	2	–	–	﹤0.01%	198
2021 Q2	$0	Hold	2	–	–	﹤0.01%	187
2021 Q1	$0	Hold	2	–	–	﹤0.01%	180
2020 Q4	$0	Buy	+2	New	+$236	﹤0.01%	168

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Iron Horse Wealth Management's AGG Position: Q2 2025 in Review

Iron Horse Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 222% in Q2 2025, buying an estimated $6.96K and bringing the position to 103 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Iron Horse Wealth Management first reported a position in AGG in Q4 2020 and has held it in 17 quarters since. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

Iron Horse Wealth Management held 103 shares of iShares Core US Aggregate Bond ETF worth $10.2K as of Q2 2025.
Iron Horse Wealth Management bought 71 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $6.96K.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #277 holding.
Iron Horse Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 17 quarters since.
1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.