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J.W. Coons Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

J.W. Coons Advisors’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 		$486K Hold
4,898
– – 0.11% 157
2025
Q1 		$485K Buy
4,898
+5
+0.1% +$489 0.13% 147
2024
Q4 		$474K Buy
4,893
+142
+3% +$14K 0.12% 147
2024
Q3 		$481K Buy
4,751
+165
+4% +$16.5K 0.12% 155
2024
Q2 		$445K Hold
4,586
– – 0.11% 154
2024
Q1 		$449K Hold
4,586
– – 0.1% 158
2023
Q4 		$455K Sell
4,586
-250
-5% -$23.8K 0.12% 147
2023
Q3 		$455K Buy
4,836
+25
+0.5% +$2.41K 0.13% 139
2023
Q2 		$471K Hold
4,811
– – 0.13% 143
2023
Q1 		$479K Hold
4,811
– – 0.14% 145
2022
Q4 		$467K Sell
4,811
-700
-13% -$67.7K 0.14% 146
2022
Q3 		$531K Hold
5,511
– – 0.2% 127
2022
Q2 		$561K Sell
5,511
-85
-2% -$8.73K 0.2% 127
2022
Q1 		$598K Hold
5,596
– – 0.18% 138
2021
Q4 		$639K Hold
5,596
– – 0.19% 128
2021
Q3 		$643K Sell
5,596
-131
-2% -$15.2K 0.22% 116
2021
Q2 		$660K Sell
5,727
-735
-11% -$84.2K 0.23% 113
2021
Q1 		$737K Buy
6,462
+829
+15% +$96K 0.26% 99
2020
Q4 		$667K Buy
5,633
+2
+0% +$236 0.26% 104
2020
Q3 		$666K Sell
5,631
-123
-2% -$14.6K 0.28% 101
2020
Q2 		$681K Buy
5,754
+88
+2% +$10.3K 0.3% 93
2020
Q1 		$654K Buy
+5,666
New +$646K 0.34% 81

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

J.W. Coons Advisors's AGG Position: Q2 2025 in Review

J.W. Coons Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2025 at 4,898 shares worth $486K. The position accounts for 0.11% of the portfolio, ranked #157.

J.W. Coons Advisors first reported a position in AGG in Q1 2020 and has held it in 22 quarters since. The position peaked at $737K in Q1 2021. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • J.W. Coons Advisors held 4,898 shares of iShares Core US Aggregate Bond ETF worth $486K as of Q2 2025.
  • J.W. Coons Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2025.
  • iShares Core US Aggregate Bond ETF made up 0.11% of J.W. Coons Advisors's portfolio in Q2 2025, its #157 holding.
  • J.W. Coons Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's iShares Core US Aggregate Bond ETF position peaked at $737K in Q1 2021.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.