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Premier Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Premier Financial 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
Q4 		– Sell
-7
Closed -$702 – 56
2025
Q3 		$702 Hold
7
– – ﹤0.01% 58
2025
Q2 		$693 Buy
+7
New +$686 ﹤0.01% 31

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Premier Financial Group's AGG Position: Q4 2025 in Review

Premier Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 7 shares — an estimated $702 sold.

Premier Financial Group first reported a position in AGG in Q2 2025 and held it in 2 quarters. The position peaked at $702 in Q3 2025. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Premier Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Premier Financial Group sold 7 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $702.
  • Premier Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Premier Financial Group's iShares Core US Aggregate Bond ETF position peaked at $702 in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Premier Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.