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Newbridge Financial Services Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Newbridge Financial Services 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
Q2 		– Sell
-64
Closed -$6.29K – 1315
2025
Q1 		$6.29K Sell
64
-276
-81% -$27K ﹤0.01% 759
2024
Q4 		$33K Buy
+340
New +$33.5K 0.01% 505
2024
Q3 		– Sell
-500
Closed -$48.6K – 672
2024
Q2 		$48.6K Sell
500
-32
-6% -$3.09K 0.02% 382
2024
Q1 		$52.1K Sell
532
-309
-37% -$30.2K 0.02% 388
2023
Q4 		$83.5K Sell
841
-554
-40% -$52.7K 0.04% 302
2023
Q3 		$131K Buy
1,395
+546
+64% +$52.6K 0.07% 246
2023
Q2 		$83.1K Buy
849
+311
+58% +$30.7K 0.04% 348
2023
Q1 		$53.6K Sell
538
-19
-3% -$1.88K 0.03% 448
2022
Q4 		$54K Buy
557
+90
+19% +$8.7K 0.03% 445
2022
Q3 		$45K Buy
467
+73
+19% +$7.38K 0.03% 471
2022
Q2 		$40K Sell
394
-43
-10% -$4.42K 0.02% 453
2022
Q1 		$47K Sell
437
-96
-18% -$10.6K 0.02% 492
2021
Q4 		$61K Sell
533
-1,359
-72% -$155K 0.03% 408
2021
Q3 		$217K Buy
1,892
+161
+9% +$18.7K 0.14% 162
2021
Q2 		$200K Buy
1,731
+956
+123% +$110K 0.12% 174
2021
Q1 		$88K Buy
775
+738
+1,995% +$85.5K 0.06% 276
2020
Q4 		$4K Sell
37
-78
-68% -$9.19K ﹤0.01% 871
2020
Q3 		$14K Buy
+115
New +$13.6K 0.01% 585

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Newbridge Financial Services Group's AGG Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 64 shares — an estimated $6.29K sold.

Newbridge Financial Services Group first reported a position in AGG in Q3 2020 and held it in 18 quarters. The position peaked at $217K in Q3 2021. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Newbridge Financial Services Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 64 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $6.29K.
  • Newbridge Financial Services Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 18 quarters.
  • Newbridge Financial Services Group's iShares Core US Aggregate Bond ETF position peaked at $217K in Q3 2021.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.