Northwest Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Northwest Financial 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 Q4	–	Sell	-2,149	Closed	-$215K	–	67
2025 Q3	$215K	Sell	2,149 -1,265	-37%	-$126K	0.28%	91
2025 Q2	$339K	Sell	3,414 -60	-2%	-$5.88K	0.47%	62
2025 Q1	$344K	Sell	3,474 -2,395	-41%	-$234K	0.29%	79
2024 Q4	$569K	Buy	5,869 +4,025	+218%	+$396K	0.47%	53
2024 Q3	$187K	Buy	+1,844	New	+$184K	0.15%	107
2024 Q1	–	Sell	-1,078	Closed	-$107K	–	99
2023 Q4	$107K	Buy	+1,078	New	+$103K	0.09%	136

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwest Financial Advisors's AGG Position: Q4 2025 in Review

Northwest Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 2,149 shares — an estimated $215K sold.

Northwest Financial Advisors first reported a position in AGG in Q4 2023 and held it in 6 quarters. The position peaked at $569K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Northwest Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Northwest Financial Advisors sold 2,149 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $215K.
Northwest Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 6 quarters.
Northwest Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $569K in Q4 2024.
2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.