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

Pineridge 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 		$4.91K Hold
49
– – ﹤0.01% 267
2025
Q2 		$4.81K Buy
49
+1
+2% +$98 ﹤0.01% 307
2025
Q1 		$4.75K Hold
48
– – ﹤0.01% 314
2024
Q4 		$4.63K Sell
48
-111
-70% -$10.9K ﹤0.01% 391
2024
Q3 		$16.1K Buy
159
+45
+39% +$4.49K 0.01% 236
2024
Q2 		$11.1K Buy
114
+33
+41% +$3.19K ﹤0.01% 275
2024
Q1 		$7.93K Sell
81
-70
-46% -$6.85K ﹤0.01% 321
2023
Q4 		$15K Buy
+151
New +$14.4K 0.01% 313

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

Pineridge Advisors's AGG Position: Q3 2025 in Review

Pineridge Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2025 at 49 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Pineridge Advisors first reported a position in AGG in Q4 2023 and has held it in 8 quarters since. The position peaked at $16.1K in Q3 2024. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Pineridge Advisors held 49 shares of iShares Core US Aggregate Bond ETF worth $4.91K as of Q3 2025.
  • Pineridge 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 Pineridge Advisors's portfolio in Q3 2025, its #267 holding.
  • Pineridge Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's iShares Core US Aggregate Bond ETF position peaked at $16.1K in Q3 2024.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.