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Menard Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Menard Financial Group’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
-65
Closed -$6.3K – 103
2024
Q4 		$6.3K Buy
+65
New +$6.4K ﹤0.01% 242
2021
Q2 		– Sell
-32,562
Closed -$3.71M – 152
2021
Q1 		$3.71M Buy
32,562
+3,653
+13% +$423K 3.98% 2
2020
Q4 		$3.42M Sell
28,909
-474
-2% -$55.8K 3.68% 3
2020
Q3 		$3.47M Buy
29,383
+12,088
+70% +$1.43M 4.02% 2
2020
Q2 		$2.04M Buy
+17,295
New +$2.02M 2.56% 6

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

Menard Financial Group's AGG Position: Q1 2025 in Review

Menard Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 65 shares — an estimated $6.3K sold.

Menard Financial Group first reported a position in AGG in Q2 2020 and held it in 5 quarters. The position peaked at $3.71M in Q1 2021. 1,926 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Menard Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 65 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $6.3K.
  • Menard Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 5 quarters.
  • Menard Financial Group's iShares Core US Aggregate Bond ETF position peaked at $3.71M in Q1 2021.
  • 1,926 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.