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New Wave Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

New Wave Wealth 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
Q1 		– Sell
-25,089
Closed -$2.43M – 149
2024
Q4 		$2.43M Sell
25,089
-1,320
-5% -$130K 1% 25
2024
Q3 		$2.67M Sell
26,409
-4,302
-14% -$429K 1.23% 21
2024
Q2 		$2.98M Buy
+30,711
New +$2.96M 1.6% 18

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

New Wave Wealth Advisors's AGG Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 25,089 shares — an estimated $2.43M sold.

New Wave Wealth Advisors first reported a position in AGG in Q2 2024 and held it in 3 quarters. The position peaked at $2.98M in Q2 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 25,089 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $2.43M.
  • New Wave Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 3 quarters.
  • New Wave Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.98M in Q2 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.