JFG
AGG icon

JDM Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

JDM 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
Q1 		– Sell
-25
Closed -$2.42K – 298
2024
Q4 		$2.42K Buy
+25
New +$2.46K ﹤0.01% 251
2024
Q2 		– Sell
-112
Closed -$11K – 223
2024
Q1 		$11K Buy
+112
New +$11K 0.01% 138

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

JDM Financial Group's AGG Position: Q1 2025 in Review

JDM Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 25 shares — an estimated $2.42K sold.

JDM Financial Group first reported a position in AGG in Q1 2024 and held it in 2 quarters. The position peaked at $11K in Q1 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • JDM Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • JDM Financial Group sold 25 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $2.42K.
  • JDM Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 2 quarters.
  • JDM Financial Group's iShares Core US Aggregate Bond ETF position peaked at $11K in Q1 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.