Laird Norton Wetherby Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Laird Norton Wetherby 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 Q3	$1.05M	Buy	10,498 +2,390	+29%	+$237K	0.04%	369
2025 Q2	$804K	Buy	+8,108	New	+$794K	0.04%	423
2024 Q4	$785K	Buy	8,099 +8	+0.1%	+$788	0.04%	399
2024 Q3	$819K	Sell	8,091 -674	-8%	-$67.2K	0.04%	406
2024 Q2	$851K	Sell	8,765 -269	-3%	-$26K	0.04%	391
2024 Q1	$885K	Buy	9,034 +432	+5%	+$42.3K	0.04%	392
2023 Q4	$854K	Buy	8,602 +2,746	+47%	+$261K	0.04%	392
2023 Q3	$551K	Buy	5,856 +262	+5%	+$25.2K	0.03%	487
2023 Q2	$548K	Buy	5,594 +719	+15%	+$71.1K	0.03%	506
2023 Q1	$486K	Buy	4,875 +6	+0.1%	+$593	0.03%	545
2022 Q4	$472K	Buy	4,869 +520	+12%	+$50.3K	0.03%	536
2022 Q3	$419K	Buy	4,349 +180	+4%	+$18.2K	0.03%	549
2022 Q2	$424K	Sell	4,169 -467	-10%	-$48K	0.03%	554
2022 Q1	$497K	Buy	4,636 +3	+0.1%	+$330	0.03%	523
2021 Q4	$529K	Buy	4,633 +6	+0.1%	+$686	0.03%	502
2021 Q3	$531K	Buy	4,627 +5	+0.1%	+$580	0.03%	488
2021 Q2	$533K	Buy	4,622 +1,122	+32%	+$129K	0.03%	487
2021 Q1	$398K	Sell	3,500 -1,118	-24%	-$129K	0.03%	513
2020 Q4	$546K	Buy	4,618 +1,118	+32%	+$132K	0.04%	436
2020 Q3	$413K	Sell	3,500 -84	-2%	-$9.96K	0.04%	424
2020 Q2	$424K	Buy	3,584 +84	+2%	+$9.83K	0.04%	402
2020 Q1	$404K	Hold	3,500	–	–	0.05%	375
2019 Q4	$393K	Sell	3,500 -74	-2%	-$8.34K	0.04%	462
2019 Q3	$404K	Hold	3,574	–	–	0.04%	461
2019 Q2	$398K	Hold	3,574	–	–	0.04%	454
2019 Q1	$390K	Buy	3,574 +74	+2%	+$7.93K	0.05%	433
2018 Q4	$373K	Hold	3,500	–	–	0.05%	400
2018 Q3	$369K	Hold	3,500	–	–	0.05%	443
2018 Q2	$372K	Sell	3,500 -70	-2%	-$7.42K	0.05%	413
2018 Q1	$383K	Hold	3,570	–	–	0.05%	422
2017 Q4	$390K	Sell	3,570 -1,727	-33%	-$189K	0.05%	411
2017 Q3	$580K	Hold	5,297	–	–	0.09%	294
2017 Q2	$580K	Buy	5,297 +10	+0.2%	+$1.09K	0.1%	263
2017 Q1	$574K	Buy	5,287 +981	+23%	+$106K	0.1%	252
2016 Q4	$465K	Hold	4,306	–	–	0.09%	291
2016 Q3	$484K	Hold	4,306	–	–	0.1%	263
2016 Q2	$485K	Hold	4,306	–	–	0.11%	228
2016 Q1	$477K	Sell	4,306 -642	-13%	-$70.3K	0.11%	221
2015 Q4	$534K	Buy	4,948 +924	+23%	+$101K	0.13%	187
2015 Q3	$441K	Hold	4,024	–	–	0.11%	221
2015 Q2	$438K	Hold	4,024	–	–	0.11%	237
2015 Q1	$448K	Buy	4,024 +673	+20%	+$74.8K	0.11%	225
2014 Q4	$369K	Buy	3,351 +998	+42%	+$110K	0.09%	266
2014 Q3	$257K	Buy	+2,353	New	+$257K	0.07%	331

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

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

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

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

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

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

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

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

Laird Norton Wetherby Wealth Management's AGG Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q3 2025, buying an estimated $237K and bringing the position to 10,498 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #369.

Laird Norton Wetherby Wealth Management first reported a position in AGG in Q3 2014 and has held it in 44 quarters since. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

Laird Norton Wetherby Wealth Management held 10,498 shares of iShares Core US Aggregate Bond ETF worth $1.05M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 2,390 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $237K.
iShares Core US Aggregate Bond ETF made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #369 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2014 and has held it in 44 quarters since.
1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.