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Marshall & Sterling Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Marshall & Sterling 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 		– Sell
-39
Closed -$3.91K – 347
2025
Q3 		$3.91K Hold
39
– – ﹤0.01% 529
2025
Q2 		$3.87K Hold
39
– – ﹤0.01% 506
2025
Q1 		$3.86K Buy
+39
New +$3.81K ﹤0.01% 504

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AGG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 39 shares — an estimated $3.91K sold.

Marshall & Sterling Wealth Advisors first reported a position in AGG in Q1 2025 and held it in 3 quarters. The position peaked at $3.91K in Q3 2025. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 39 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $3.91K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.91K in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.