Maxele Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Maxele 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	$3.59M	Sell	35,956 -117	-0.3%	-$11.7K	2.92%	9
2025 Q3	$3.62M	Buy	36,073 +5,169	+17%	+$513K	3.12%	8
2025 Q2	$3.07M	Sell	30,904 -214	-0.7%	-$21K	2.67%	11
2025 Q1	$3.08M	Sell	31,118 -262	-0.8%	-$25.6K	2.97%	11
2024 Q4	$3.04M	Buy	+31,380	New	+$3.09M	2.9%	10
2022 Q3	$2.71M	Sell	28,082 -981	-3%	-$99.2K	4.54%	4
2022 Q2	$2.96M	Sell	29,063 -5,258	-15%	-$540K	4.64%	4
2022 Q1	$3.68M	Sell	34,321 -13,014	-27%	-$1.43M	4.56%	3
2021 Q4	$5.4M	Buy	+47,335	New	+$5.42M	6.23%	2

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.7T 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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