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

Maripau 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
Q2 		– Sell
-3,137
Closed -$310K – 161
2025
Q1 		$310K Sell
3,137
-2,492
-44% -$244K 0.18% 101
2024
Q4 		$545K Buy
+5,629
New +$554K 0.32% 69
2024
Q3 		– Sell
-7,343
Closed -$713K – 53
2024
Q2 		$713K Buy
7,343
+308
+4% +$29.7K 0.49% 49
2024
Q1 		$689K Buy
7,035
+1,637
+30% +$160K 0.52% 46
2023
Q4 		$536K Sell
5,398
-351
-6% -$33.4K 0.47% 48
2023
Q3 		$541K Buy
5,749
+3,607
+168% +$347K 0.5% 48
2023
Q2 		$210K Sell
2,142
-1,684
-44% -$166K 0.19% 93
2023
Q1 		$381K Sell
3,826
-449
-11% -$44.4K 0.4% 49
2022
Q4 		$430K Buy
4,275
+1,618
+61% +$156K 0.45% 48
2022
Q3 		$252K Buy
+2,657
New +$269K 0.27% 67

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

Maripau Wealth Management's AGG Position: Q2 2025 in Review

Maripau Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 3,137 shares — an estimated $310K sold.

Maripau Wealth Management first reported a position in AGG in Q3 2022 and held it in 10 quarters. The position peaked at $713K in Q2 2024. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Maripau Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Maripau Wealth Management sold 3,137 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $310K.
  • Maripau Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 10 quarters.
  • Maripau Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $713K in Q2 2024.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Maripau Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.