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Long Run Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Long Run Wealth 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
Q4 		$3.08M Buy
30,850
+653
+2% +$65.5K 0.58% 43
2025
Q3 		$3.03M Sell
30,197
-59,534
-66% -$5.91M 0.59% 43
2025
Q2 		$8.9M Buy
89,731
+1,811
+2% +$177K 1.87% 15
2025
Q1 		$8.7M Buy
87,920
+31,786
+57% +$3.11M 1.97% 14
2024
Q4 		$5.44M Buy
56,134
+2,501
+5% +$246K 1.3% 19
2024
Q3 		$5.43M Buy
53,633
+33,244
+163% +$3.32M 1.28% 19
2024
Q2 		$1.98M Buy
20,389
+55
+0.3% +$5.31K 0.5% 43
2024
Q1 		$1.99M Buy
20,334
+184
+0.9% +$18K 0.52% 42
2023
Q4 		$2M Buy
20,150
+105
+0.5% +$9.99K 0.58% 42
2023
Q3 		$1.89M Buy
20,045
+66
+0.3% +$6.36K 0.61% 42
2023
Q2 		$1.96M Buy
19,979
+711
+4% +$70.3K 0.62% 44
2023
Q1 		$1.92M Buy
19,268
+149
+0.8% +$14.7K 0.65% 43
2022
Q4 		$1.85M Sell
19,119
-2,106
-10% -$204K 0.67% 40
2022
Q3 		$2.04M Sell
21,225
-508
-2% -$51.4K 0.81% 35
2022
Q2 		$2.21M Buy
21,733
+224
+1% +$23K 0.86% 34
2022
Q1 		$2.3M Sell
21,509
-2,176
-9% -$239K 0.8% 35
2021
Q4 		$2.7M Buy
+23,685
New +$2.71M 0.94% 30

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Long Run Wealth Advisors's AGG Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q4 2025, buying an estimated $65.5K and bringing the position to 30,850 shares worth $3.08M. The position accounts for 0.58% of the portfolio, ranked #43.

Long Run Wealth Advisors first reported a position in AGG in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.9M in Q2 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Long Run Wealth Advisors held 30,850 shares of iShares Core US Aggregate Bond ETF worth $3.08M as of Q4 2025.
  • Long Run Wealth Advisors bought 653 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $65.5K.
  • iShares Core US Aggregate Bond ETF made up 0.58% of Long Run Wealth Advisors's portfolio in Q4 2025, its #43 holding.
  • Long Run Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $8.9M in Q2 2025.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.