Pinnacle Wealth Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pinnacle Wealth Management Group’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	-2,726	Closed	-$270K	–	122
2025 Q1	$270K	Sell	2,726 -2,236	-45%	-$219K	0.19%	87
2024 Q4	$481K	Sell	4,962 -2,752	-36%	-$271K	0.3%	59
2024 Q3	$781K	Sell	7,714 -67,053	-90%	-$6.69M	0.49%	43
2024 Q2	$7.26M	Buy	74,767 +14,310	+24%	+$1.38M	4.91%	3
2024 Q1	$5.92M	Buy	+60,457	New	+$5.92M	4.4%	4

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Pinnacle Wealth Management Group's AGG Position: Q2 2025 in Review

Pinnacle Wealth Management Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 2,726 shares — an estimated $270K sold.

Pinnacle Wealth Management Group first reported a position in AGG in Q1 2024 and held it in 5 quarters. The position peaked at $7.26M in Q2 2024. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

Pinnacle Wealth Management Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Pinnacle Wealth Management Group sold 2,726 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $270K.
Pinnacle Wealth Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 5 quarters.
Pinnacle Wealth Management Group's iShares Core US Aggregate Bond ETF position peaked at $7.26M in Q2 2024.
1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2025, filed 31 Jul 2025.