Mosaic Family Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mosaic Family Wealth Partners’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	–	Sell	-4,321	Closed	-$433K	–	244
2025 Q3	$433K	Buy	4,321 +32	+0.7%	+$3.17K	0.05%	154
2025 Q2	$425K	Sell	4,289 -11	-0.3%	-$1.08K	0.05%	146
2025 Q1	$425K	Buy	4,300 +20	+0.5%	+$1.96K	0.06%	144
2024 Q4	$415K	Hold	4,280	–	–	0.06%	139
2024 Q3	$433K	Buy	4,280 +100	+2%	+$9.98K	0.06%	131
2024 Q2	$406K	Buy	4,180 +6	+0.1%	+$579	0.07%	133
2024 Q1	$409K	Sell	4,174 -604	-13%	-$59.1K	0.07%	133
2023 Q4	$474K	Buy	+4,778	New	+$455K	0.08%	117

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mosaic Family Wealth Partners's AGG Position: Q4 2025 in Review

Mosaic Family Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 4,321 shares — an estimated $433K sold.

Mosaic Family Wealth Partners first reported a position in AGG in Q4 2023 and held it in 8 quarters. The position peaked at $474K in Q4 2023. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Mosaic Family Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Mosaic Family Wealth Partners sold 4,321 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $433K.
Mosaic Family Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 8 quarters.
Mosaic Family Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $474K in Q4 2023.
2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.