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

Mosaic 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
Q3 		– Sell
-2,442
Closed -$242K – 16
2025
Q2 		$242K Buy
2,442
+24
+1% +$2.35K 0.36% 16
2025
Q1 		$239K Sell
2,418
-16,299
-87% -$1.59M 0.36% 12
2024
Q4 		$1.81M Sell
18,717
-7,501
-29% -$739K 2.13% 7
2024
Q3 		$2.66M Buy
26,218
+240
+0.9% +$23.9K 2.03% 9
2024
Q2 		$2.52M Buy
25,978
+237
+0.9% +$22.9K 2.03% 8
2024
Q1 		$2.52M Sell
25,741
-99
-0.4% -$9.69K 2.06% 9
2023
Q4 		$2.56M Buy
25,840
+200
+0.8% +$19K 1.52% 9
2023
Q3 		$2.41M Buy
25,640
+13,778
+116% +$1.33M 2.21% 7
2023
Q2 		$1.16M Sell
11,862
-428
-3% -$42.3K 0.87% 14
2023
Q1 		$1.22M Buy
12,290
+60
+0.5% +$5.93K 1% 10
2022
Q4 		$1.19M Buy
12,230
+110
+0.9% +$10.6K 1.01% 10
2022
Q3 		$1.17M Sell
12,120
-4,252
-26% -$430K 0.94% 9
2022
Q2 		$1.67M Buy
16,372
+6,842
+72% +$703K 1.25% 9
2022
Q1 		$1.02M Sell
9,530
-17,085
-64% -$1.88M 1.15% 8
2021
Q4 		$3.04M Sell
26,615
-221,395
-89% -$25.3M 2.23% 9
2021
Q3 		$28.5M Buy
248,010
+1,568
+0.6% +$182K 18.96% 2
2021
Q2 		$28.4M Buy
+246,442
New +$28.2M 18.53% 3

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mosaic Advisors's AGG Position: Q3 2025 in Review

Mosaic Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,442 shares — an estimated $242K sold.

Mosaic Advisors first reported a position in AGG in Q2 2021 and held it in 17 quarters. The position peaked at $28.5M in Q3 2021. 1,930 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Mosaic Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mosaic Advisors sold 2,442 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $242K.
  • Mosaic Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 17 quarters.
  • Mosaic Advisors's iShares Core US Aggregate Bond ETF position peaked at $28.5M in Q3 2021.
  • 1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Mosaic Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.