PPWM
AGG icon

PFG Private Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

PFG Private Wealth Management’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
Q2 		– Sell
-2,769
Closed -$274K – 64
2025
Q1 		$274K Buy
2,769
+1,683
+155% +$165K 0.15% 42
2024
Q4 		$105K Buy
1,086
+67
+7% +$6.6K 0.06% 80
2024
Q3 		$103K Buy
1,019
+85
+9% +$8.48K 0.06% 80
2024
Q2 		$90.7K Buy
934
+43
+5% +$4.15K 0.06% 81
2024
Q1 		$87.3K Buy
891
+47
+6% +$4.6K 0.05% 81
2023
Q4 		$83.8K Hold
844
– – 0.06% 77
2023
Q3 		$79.4K Buy
844
+66
+8% +$6.36K 0.06% 73
2023
Q2 		$76.2K Buy
778
+24
+3% +$2.37K 0.05% 137
2023
Q1 		$75.1K Buy
754
+155
+26% +$15.3K 0.05% 135
2022
Q4 		$58K Buy
599
+41
+7% +$3.96K 0.04% 132
2022
Q3 		$54K Buy
558
+121
+28% +$12.2K 0.04% 138
2022
Q2 		$44K Hold
437
– – 0.02% 156
2022
Q1 		$47K Sell
437
-65
-13% -$7.15K 0.02% 155
2021
Q4 		$57K Buy
502
+74
+17% +$8.47K 0.03% 154
2021
Q3 		$49K Buy
+428
New +$49.6K 0.03% 144

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PFG Private Wealth Management's AGG Position: Q2 2025 in Review

PFG Private Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 2,769 shares — an estimated $274K sold.

PFG Private Wealth Management first reported a position in AGG in Q3 2021 and held it in 15 quarters. The position peaked at $274K in Q1 2025. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • PFG Private Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 2,769 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $274K.
  • PFG Private Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and held it in 15 quarters.
  • PFG Private Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $274K in Q1 2025.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.