Nisa Investment Advisors
AGG icon

Nisa Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Nisa Investment 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
Q3 		– Sell
-3,987,632
Closed -$396M – 2983
2025
Q2 		$396M Buy
+3,987,632
New +$391M 1.78% 7
2022
Q1 		– Sell
-400,000
Closed -$44.7M – 2354
2021
Q4 		$44.7M Hold
400,000
– – 0.34% 69
2021
Q3 		$45.9K Buy
+400,000
New +$46.4M 0.28% 72
2021
Q1 		– Sell
-338,507
Closed -$40M – 2296
2020
Q4 		$40M Sell
338,507
-503,809
-60% -$59.3M 0.26% 86
2020
Q3 		$99.4M Sell
842,316
-162,410
-16% -$19.3M 0.8% 18
2020
Q2 		$119M Buy
1,004,726
+4,260
+0.4% +$499K 1.09% 8
2020
Q1 		$115M Buy
1,000,466
+4,600
+0.5% +$524K 1.29% 6
2019
Q4 		$112M Sell
995,866
-597,172
-37% -$67.3M 0.96% 14
2019
Q3 		$180M Buy
1,593,038
+402,900
+34% +$45.3M 1.6% 5
2019
Q2 		$133M Buy
1,190,138
+596,500
+100% +$65.2M 1.26% 6
2019
Q1 		$64.7M Buy
+593,638
New +$63.7M 0.63% 31

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

Nisa Investment Advisors's AGG Position: Q3 2025 in Review

Nisa Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 3,987,632 shares — an estimated $396M sold.

Nisa Investment Advisors first reported a position in AGG in Q1 2019 and held it in 11 quarters. The position peaked at $396M in Q2 2025. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Nisa Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 3,987,632 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $396M.
  • Nisa Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and held it in 11 quarters.
  • Nisa Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $396M in Q2 2025.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.