Nicolet Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Nicolet Advisory Services’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	$615K	Sell	6,148 -6,867	-53%	-$689K	0.04%	204
2025 Q3	$1.3M	Buy	13,015 +910	+8%	+$90.3K	0.1%	103
2025 Q2	$1.2M	Buy	12,105 +8,740	+260%	+$856K	0.1%	104
2025 Q1	$327K	Sell	3,365 -1,951	-37%	-$191K	0.03%	260
2024 Q4	$510K	Buy	5,316 +2,356	+80%	+$232K	0.05%	194
2024 Q3	$298K	Buy	2,960 +31	+1%	+$3.09K	0.03%	287
2024 Q2	$286K	Sell	2,929 -17	-0.6%	-$1.64K	0.03%	285
2024 Q1	$286K	Buy	2,946 +8	+0.3%	+$783	0.03%	271
2023 Q4	$289K	Buy	+2,938	New	+$280K	0.03%	250
2023 Q3	–	Sell	-3,074	Closed	-$297K	–	316
2023 Q2	$297K	Buy	3,074 +85	+3%	+$8.4K	0.03%	230
2023 Q1	$300K	Buy	+2,989	New	+$295K	0.03%	211

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

Nicolet Advisory Services's AGG Position: Q4 2025 in Review

Nicolet Advisory Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 53% in Q4 2025, selling an estimated $689K and leaving 6,148 shares worth $615K. The position accounts for 0.04% of the portfolio, ranked #204.

Nicolet Advisory Services first reported a position in AGG in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q3 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Nicolet Advisory Services held 6,148 shares of iShares Core US Aggregate Bond ETF worth $615K as of Q4 2025.
Nicolet Advisory Services sold 6,867 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $689K.
iShares Core US Aggregate Bond ETF made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #204 holding.
Nicolet Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 11 quarters since.
Nicolet Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $1.3M in Q3 2025.
2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.