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ORG Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

ORG 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 		$893K Buy
8,937
+1,173
+15% +$118K 0.16% 133
2025
Q3 		$790K Buy
7,764
+84
+1% +$8.33K 0.14% 138
2025
Q2 		$759K Buy
7,680
+831
+12% +$81.4K 0.16% 122
2025
Q1 		$678K Sell
6,849
-6,308
-48% -$617K 0.17% 113
2024
Q4 		$1.28M Buy
13,157
+226
+2% +$22.3K 0.17% 99
2024
Q3 		$1.31M Buy
12,931
+395
+3% +$39.4K 0.21% 89
2024
Q2 		$1.21M Buy
+12,536
New +$1.21M 0.15% 129
2024
Q1 		– Sell
-14,732
Closed -$1.46M – 559
2023
Q4 		$1.46M Buy
14,732
+9,119
+162% +$868K 0.24% 86
2023
Q3 		$528K Sell
5,613
-11,022
-66% -$1.06M 0.16% 151
2023
Q2 		$1.63M Buy
+16,635
New +$1.64M 0.26% 80

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

ORG Partners's AGG Position: Q4 2025 in Review

ORG Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q4 2025, buying an estimated $118K and bringing the position to 8,937 shares worth $893K. The position accounts for 0.16% of the portfolio, ranked #133.

ORG Partners first reported a position in AGG in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q2 2023. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • ORG Partners held 8,937 shares of iShares Core US Aggregate Bond ETF worth $893K as of Q4 2025.
  • ORG Partners bought 1,173 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $118K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of ORG Partners's portfolio in Q4 2025, its #133 holding.
  • ORG Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's iShares Core US Aggregate Bond ETF position peaked at $1.63M in Q2 2023.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.