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

MGB 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 Q4	$358K	Hold	3,579	–	–	0.1%	161
2025 Q3	$359K	Hold	3,579	–	–	0.1%	162
2025 Q2	$354K	Buy	+3,579	New	+$351K	0.12%	158
2024 Q4	–	Sell	-8	Closed	-$848	–	288
2024 Q3	$848	Hold	8	–	–	﹤0.01%	278
2024 Q2	$820	Hold	8	–	–	﹤0.01%	277
2024 Q1	$806	Hold	8	–	–	﹤0.01%	264
2023 Q4	$812	Buy	+8	New	+$761	﹤0.01%	258

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

MGB Wealth Management's AGG Position: Q4 2025 in Review

MGB Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q4 2025 at 3,579 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #161.

MGB Wealth Management first reported a position in AGG in Q4 2023 and has held it in 7 quarters since. The position peaked at $359K in Q3 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

MGB Wealth Management held 3,579 shares of iShares Core US Aggregate Bond ETF worth $358K as of Q4 2025.
MGB Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q4 2025.
iShares Core US Aggregate Bond ETF made up 0.1% of MGB Wealth Management's portfolio in Q4 2025, its #161 holding.
MGB Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 7 quarters since.
MGB Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $359K in Q3 2025.
2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.