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

Optimum 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	$6.01K	Hold	60	–	–	﹤0.01%	530
2025 Q2	$5.95K	Hold	60	–	–	﹤0.01%	538
2025 Q1	$5.93K	Hold	60	–	–	﹤0.01%	552
2024 Q4	$5.81K	Hold	60	–	–	﹤0.01%	541
2024 Q3	$6.08K	Hold	60	–	–	﹤0.01%	560
2024 Q2	$5.82K	Hold	60	–	–	﹤0.01%	556
2024 Q1	$5.88K	Hold	60	–	–	﹤0.01%	559
2023 Q4	$5.96K	Buy	+60	New	+$5.71K	﹤0.01%	547
2016 Q4	–	Sell	-1,800	Closed	-$202K	–	276
2016 Q3	$202K	Buy	+1,800	New	+$202K	0.08%	270
2015 Q1	$152K	Hold	1,360	–	–	0.05%	321
2014 Q4	$150K	Hold	1,360	–	–	0.05%	308
2014 Q3	$149K	Sell	1,360 -60	-4%	-$6.55K	0.05%	299
2014 Q2	$156K	Buy	1,420 +500	+54%	+$54.4K	0.05%	293
2014 Q1	$99K	Hold	920	–	–	0.04%	301
2013 Q4	$98K	Sell	920 -687	-43%	-$73.6K	0.04%	294
2013 Q3	$172K	Buy	+1,607	New	+$171K	0.07%	221

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Optimum Investment Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2025 at 60 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Optimum Investment Advisors first reported a position in AGG in Q3 2013 and has held it in 16 quarters since. The position peaked at $202K in Q3 2016. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

Optimum Investment Advisors held 60 shares of iShares Core US Aggregate Bond ETF worth $6.01K as of Q3 2025.
Optimum Investment Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2025.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #530 holding.
Optimum Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2013 and has held it in 16 quarters since.
Optimum Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $202K in Q3 2016.
1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.