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Moloney Securities Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Moloney Securities Asset 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 		$575K Buy
5,733
+276
+5% +$27.4K 0.07% 258
2025
Q2 		$541K Buy
5,457
+1,239
+29% +$121K 0.07% 254
2025
Q1 		$417K Sell
4,218
-94
-2% -$9.19K 0.06% 280
2024
Q4 		$418K Buy
4,312
+222
+5% +$21.9K 0.06% 291
2024
Q3 		$414K Sell
4,090
-228
-5% -$22.7K 0.06% 303
2024
Q2 		$419K Sell
4,318
-163,161
-97% -$15.7M 0.06% 297
2024
Q1 		$16.4M Buy
+167,479
New +$16.4M 2.47% 4

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Moloney Securities Asset Management's AGG Position: Q3 2025 in Review

Moloney Securities Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.1% in Q3 2025, buying an estimated $27.4K and bringing the position to 5,733 shares worth $575K. The position accounts for 0.07% of the portfolio, ranked #258.

Moloney Securities Asset Management first reported a position in AGG in Q1 2024 and has held it in 7 quarters since. The position peaked at $16.4M in Q1 2024. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Moloney Securities Asset Management held 5,733 shares of iShares Core US Aggregate Bond ETF worth $575K as of Q3 2025.
  • Moloney Securities Asset Management bought 276 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $27.4K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Moloney Securities Asset Management's portfolio in Q3 2025, its #258 holding.
  • Moloney Securities Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • Moloney Securities Asset Management's iShares Core US Aggregate Bond ETF position peaked at $16.4M in Q1 2024.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.