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

MinichMacGregor 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 Q3	–	Sell	-18,733	Closed	-$1.86M	–	141
2025 Q2	$1.86M	Sell	18,733 -41,963	-69%	-$4.11M	0.4%	45
2025 Q1	$6M	Buy	+60,696	New	+$5.93M	1.34%	29
2023 Q1	–	Sell	-110	Closed	-$10.7K	–	112
2022 Q4	$10.7K	Buy	+110	New	+$10.6K	﹤0.01%	401
2018 Q4	–	Sell	-337	Closed	-$35K	–	102
2018 Q3	$35K	Hold	337	–	–	0.02%	155
2018 Q2	$35K	Sell	337 -181	-35%	-$19.2K	0.02%	138
2018 Q1	$55K	Hold	518	–	–	0.04%	105
2017 Q4	$56K	Hold	518	–	–	0.04%	103
2017 Q3	$56K	Hold	518	–	–	0.05%	96
2017 Q2	$56K	Sell	518 -20	-4%	-$2.19K	0.05%	95
2017 Q1	$58K	Hold	538	–	–	0.05%	95
2016 Q4	$58K	Sell	538 -309	-36%	-$33.9K	0.05%	95
2016 Q3	$95K	Sell	847 -902	-52%	-$101K	0.09%	70
2016 Q2	$196K	Hold	1,749	–	–	0.19%	37
2016 Q1	$193K	Buy	1,749 +1,227	+235%	+$134K	0.19%	39
2015 Q4	$57K	Buy	+522	New	+$56.8K	0.05%	97

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MinichMacGregor Wealth Management's AGG Position: Q3 2025 in Review

MinichMacGregor Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 18,733 shares — an estimated $1.86M sold.

MinichMacGregor Wealth Management first reported a position in AGG in Q4 2015 and held it in 15 quarters. The position peaked at $6M in Q1 2025. 1,930 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

MinichMacGregor Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 18,733 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $1.86M.
MinichMacGregor Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 15 quarters.
MinichMacGregor Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $6M in Q1 2025.
1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.