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Liberty Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Liberty 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
Q1 		– Sell
-2,595
Closed -$251K – 159
2024
Q4 		$251K Buy
+2,595
New +$256K 0.04% 171
2021
Q4 		– Sell
-1,906
Closed -$219K – 189
2021
Q3 		$219K Buy
1,906
+598
+46% +$69.3K 0.08% 152
2021
Q2 		$151K Buy
1,308
+76
+6% +$8.71K 0.06% 161
2021
Q1 		$144K Hold
1,232
– – 0.07% 138
2020
Q4 		$144K Sell
1,232
-149
-11% -$17.6K 0.07% 137
2020
Q3 		$163K Buy
1,381
+154
+13% +$18.3K 0.1% 112
2020
Q2 		$145K Buy
1,227
+2
+0.2% +$234 0.1% 111
2020
Q1 		$141K Buy
1,225
+733
+149% +$83.5K 0.12% 108
2019
Q4 		$55K Buy
492
+378
+332% +$42.6K 0.04% 225
2019
Q3 		$13K Sell
114
-48
-30% -$5.4K 0.01% 463
2019
Q2 		$18K Buy
162
+49
+43% +$5.36K 0.02% 421
2019
Q1 		$12K Hold
113
– – 0.01% 404
2018
Q4 		$12K Buy
+113
New +$11.9K 0.01% 394

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

Liberty Wealth Management's AGG Position: Q1 2025 in Review

Liberty Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 2,595 shares — an estimated $251K sold.

Liberty Wealth Management first reported a position in AGG in Q4 2018 and held it in 13 quarters. The position peaked at $251K in Q4 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Liberty Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 2,595 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $251K.
  • Liberty Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 13 quarters.
  • Liberty Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $251K in Q4 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Liberty Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.