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O'Brien Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

O'Brien Wealth Partners’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 		$1.51M Buy
15,085
+11,584
+331% +$1.16M 0.2% 31
2025
Q3 		$351K Buy
3,501
+1,081
+45% +$107K 0.05% 63
2025
Q2 		$240K Sell
2,420
-209
-8% -$20.5K 0.04% 48
2025
Q1 		$260K Hold
2,629
– – 0.05% 42
2024
Q4 		$255K Buy
2,629
+634
+32% +$62.4K 0.05% 41
2024
Q3 		$202K Buy
+1,995
New +$199K 0.04% 45
2024
Q2 		– Sell
-2,133
Closed -$209K – 63
2024
Q1 		$209K Buy
+2,133
New +$209K 0.05% 40
2023
Q3 		– Sell
-95,794
Closed -$9.38M – 59
2023
Q2 		$9.38M Sell
95,794
-1,782
-2% -$176K 2.76% 10
2023
Q1 		$9.72M Sell
97,576
-6,158
-6% -$609K 3.06% 9
2022
Q4 		$10.1M Sell
103,734
-77
-0.1% -$7.45K 4% 8
2022
Q3 		$10M Buy
103,811
+7,689
+8% +$778K 4.21% 8
2022
Q2 		$9.77M Buy
+96,122
New +$9.88M 4.08% 8
2021
Q2 		– Sell
-6,211
Closed -$710K – 45
2021
Q1 		$710K Buy
6,211
+12
+0.2% +$1.39K 0.24% 17
2020
Q4 		$726K Buy
+6,199
New +$730K 0.26% 15
2020
Q3 		– Sell
-2,578
Closed -$306K – 37
2020
Q2 		$306K Buy
+2,578
New +$302K 0.13% 24
2019
Q3 		– Sell
-2,854
Closed -$317K – 37
2019
Q2 		$317K Hold
2,854
– – 0.23% 26
2019
Q1 		$311K Hold
2,854
– – 0.22% 24
2018
Q4 		$304K Buy
+2,854
New +$299K 0.21% 27
2017
Q4 		– Sell
-7,280
Closed -$798K – 32
2017
Q3 		$798K Sell
7,280
-1,491
-17% -$164K 0.42% 17
2017
Q2 		$961K Sell
8,771
-204
-2% -$22.3K 0.51% 16
2017
Q1 		$974K Hold
8,975
– – 0.54% 18
2016
Q4 		$970K Buy
+8,975
New +$983K 0.58% 20

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

O'Brien Wealth Partners's AGG Position: Q4 2025 in Review

O'Brien Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 331% in Q4 2025, buying an estimated $1.16M and bringing the position to 15,085 shares worth $1.51M. The position accounts for 0.2% of the portfolio, ranked #31.

O'Brien Wealth Partners first reported a position in AGG in Q4 2016 and has held it in 22 quarters since. The position peaked at $10.1M in Q4 2022. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • O'Brien Wealth Partners held 15,085 shares of iShares Core US Aggregate Bond ETF worth $1.51M as of Q4 2025.
  • O'Brien Wealth Partners bought 11,584 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $1.16M.
  • iShares Core US Aggregate Bond ETF made up 0.2% of O'Brien Wealth Partners's portfolio in Q4 2025, its #31 holding.
  • O'Brien Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 22 quarters since.
  • O'Brien Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $10.1M in Q4 2022.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.