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

PrairieView 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
Q2 		$636K Buy
6,412
+457
+8% +$44.8K 0.06% 83
2025
Q1 		$589K Buy
5,955
+152
+3% +$14.9K 0.06% 81
2024
Q4 		$562K Buy
5,803
+2,516
+77% +$248K 0.06% 83
2024
Q3 		$332K Sell
3,287
-267
-8% -$26.6K 0.03% 103
2024
Q2 		$344K Buy
3,554
+310
+10% +$29.9K 0.04% 107
2024
Q1 		$318K Buy
3,244
+1,317
+68% +$129K 0.04% 97
2023
Q4 		$191K Buy
1,927
+70
+4% +$6.66K 0.02% 110
2023
Q3 		$174K Sell
1,857
-409
-18% -$39.4K 0.02% 112
2023
Q2 		$221K Sell
2,266
-458
-17% -$45.3K 0.03% 108
2023
Q1 		$271K Buy
2,724
+957
+54% +$94.6K 0.04% 95
2022
Q4 		$171K Buy
1,767
+67
+4% +$6.48K 0.03% 114
2022
Q3 		$164K Buy
1,700
+14
+0.8% +$1.42K 0.03% 106
2022
Q2 		$171K Buy
1,686
+74
+5% +$7.6K 0.03% 108
2022
Q1 		$173K Buy
1,612
+441
+38% +$48.5K 0.02% 115
2021
Q4 		$134K Buy
1,171
+180
+18% +$20.6K 0.02% 122
2021
Q3 		$114K Buy
991
+26
+3% +$3.01K 0.02% 129
2021
Q2 		$111K Buy
965
+55
+6% +$6.3K 0.02% 126
2021
Q1 		$104K Buy
910
+424
+87% +$49.1K 0.02% 126
2020
Q4 		$57K Buy
486
+467
+2,458% +$55K 0.01% 146
2020
Q3 		$2K Hold
19
– – ﹤0.01% 277
2020
Q2 		$2K Hold
19
– – ﹤0.01% 273
2020
Q1 		$2K Buy
+19
New +$2.17K ﹤0.01% 268

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

PrairieView Partners's AGG Position: Q2 2025 in Review

PrairieView Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.7% in Q2 2025, buying an estimated $44.8K and bringing the position to 6,412 shares worth $636K. The position accounts for 0.06% of the portfolio, ranked #83.

PrairieView Partners first reported a position in AGG in Q1 2020 and has held it in 22 quarters since. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • PrairieView Partners held 6,412 shares of iShares Core US Aggregate Bond ETF worth $636K as of Q2 2025.
  • PrairieView Partners bought 457 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $44.8K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of PrairieView Partners's portfolio in Q2 2025, its #83 holding.
  • PrairieView Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.