New Century Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

New Century Financial Group’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	-5,545	Closed	-$556K	–	4
2025 Q3	$556K	Sell	5,545 -11,726	-68%	-$1.16M	0.99%	39
2025 Q2	$1.71M	Buy	17,271 +12,205	+241%	+$1.2M	2.01%	11
2025 Q1	$501K	Sell	5,066 -42,926	-89%	-$4.2M	0.58%	58
2024 Q4	$4.65M	Buy	47,992 +1,203	+3%	+$118K	1.98%	8
2024 Q3	$4.74M	Sell	46,789 -29,489	-39%	-$2.94M	1.74%	8
2024 Q2	$7.4M	Sell	76,278 -12,969	-15%	-$1.25M	3.15%	3
2024 Q1	$8.74M	Sell	89,247 -2,575	-3%	-$252K	6.06%	1
2023 Q4	$9.11M	Buy	+91,822	New	+$8.74M	7.88%	1

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

New Century Financial Group's AGG Position: Q4 2025 in Review

New Century Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 5,545 shares — an estimated $556K sold.

New Century Financial Group first reported a position in AGG in Q4 2023 and held it in 8 quarters. The position peaked at $9.11M in Q4 2023. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

New Century Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 5,545 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $556K.
New Century Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 8 quarters.
New Century Financial Group's iShares Core US Aggregate Bond ETF position peaked at $9.11M in Q4 2023.
2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.