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John W. Brooker & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

John W. Brooker & Co’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 		– Sell
-4,603
Closed -$455K – 38
2025
Q1 		$455K Sell
4,603
-2,262
-33% -$221K 0.19% 61
2024
Q4 		$665K Sell
6,865
-2,501
-27% -$246K 0.29% 53
2024
Q3 		$948K Sell
9,366
-1,701
-15% -$170K 0.44% 46
2024
Q2 		$1.07M Sell
11,067
-330
-3% -$31.9K 0.54% 42
2024
Q1 		$1.12M Sell
11,397
-1,286
-10% -$126K 0.6% 38
2023
Q4 		$1.26M Sell
12,683
-2,749
-18% -$262K 0.73% 34
2023
Q3 		$1.45M Sell
15,432
-2,867
-16% -$276K 0.92% 28
2023
Q2 		$1.79M Buy
18,299
+17
+0.1% +$1.68K 1.16% 23
2023
Q1 		$1.83M Sell
18,282
-234
-1% -$23.1K 1.21% 22
2022
Q4 		$1.8M Buy
18,516
+18,175
+5,330% +$1.76M 1.17% 22
2022
Q3 		$33K Buy
+341
New +$34.5K 0.02% 100
2020
Q4 		– Sell
-66
Closed -$8K – 162
2020
Q3 		$8K Buy
66
+1
+2% +$119 0.01% 118
2020
Q2 		$8K Hold
65
– – 0.01% 122
2020
Q1 		$7K Hold
65
– – 0.01% 125
2019
Q4 		$7K Buy
+65
New +$7.33K ﹤0.01% 133

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

John W. Brooker & Co's AGG Position: Q2 2025 in Review

John W. Brooker & Co sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 4,603 shares — an estimated $455K sold.

John W. Brooker & Co first reported a position in AGG in Q4 2019 and held it in 15 quarters. The position peaked at $1.83M in Q1 2023. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • John W. Brooker & Co reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • John W. Brooker & Co sold 4,603 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $455K.
  • John W. Brooker & Co first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 15 quarters.
  • John W. Brooker & Co's iShares Core US Aggregate Bond ETF position peaked at $1.83M in Q1 2023.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.