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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 		$1.35M Buy
+13,497
New +$1.35M 0.16% 66

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MLG Wealth Management DBA Pine Grove Financial Group's AGG Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2025: 13,497 shares worth $1.35M. The stake represents 0.16% of the portfolio and ranks #66 among its holdings.

2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 13,497 shares of iShares Core US Aggregate Bond ETF worth $1.35M as of Q4 2025.
  • iShares Core US Aggregate Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Core US Aggregate Bond ETF made up 0.16% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #66 holding.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.