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My Personal CFO LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

My Personal CFO LLC’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
-4,222
Closed -$423K – 94
2025
Q3 		$423K Buy
+4,222
New +$419K 0.16% 64

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

My Personal CFO LLC's AGG Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 4,222 shares — an estimated $423K sold.

My Personal CFO LLC first reported a position in AGG in Q3 2025 and held it in 1 quarter. The position peaked at $423K in Q3 2025. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 4,222 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $423K.
  • My Personal CFO LLC first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's iShares Core US Aggregate Bond ETF position peaked at $423K in Q3 2025.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.