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

Range 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
-18,857
Closed -$1.89M – 196
2025
Q3 		$1.89M Buy
18,857
+433
+2% +$43K 0.68% 45
2025
Q2 		$1.83M Sell
18,424
-155
-0.8% -$15.2K 0.72% 42
2025
Q1 		$1.84M Buy
18,579
+1,933
+12% +$189K 0.82% 33
2024
Q4 		$1.61M Buy
16,646
+2,098
+14% +$207K 0.74% 41
2024
Q3 		$1.47M Buy
14,548
+995
+7% +$99.3K 2.03% 9
2024
Q2 		$1.32M Buy
13,553
+435
+3% +$42K 0.67% 51
2024
Q1 		$1.28M Buy
13,118
+426
+3% +$41.7K 0.67% 50
2023
Q4 		$1.26M Buy
12,692
+610
+5% +$58.1K 0.76% 45
2023
Q3 		$1.14M Buy
12,082
+779
+7% +$75K 0.75% 46
2023
Q2 		$1.11M Buy
11,303
+2,186
+24% +$216K 0.7% 54
2023
Q1 		$908K Buy
9,117
+1,502
+20% +$148K 0.59% 65
2022
Q4 		$739K Sell
7,615
-44
-0.6% -$4.25K 0.5% 80
2022
Q3 		$738K Sell
7,659
-60
-0.8% -$6.07K 0.57% 73
2022
Q2 		$785K Sell
7,719
-25,886
-77% -$2.66M 0.57% 72
2022
Q1 		$3.6M Sell
33,605
-1,317
-4% -$145K 2.3% 2
2021
Q4 		$3.98M Buy
34,922
+9,020
+35% +$1.03M 2.63% 2
2021
Q3 		$2.97M Buy
25,902
+4,153
+19% +$481K 2.14% 3
2021
Q2 		$2.51M Buy
21,749
+1,751
+9% +$201K 1.85% 6
2021
Q1 		$2.28M Buy
+19,998
New +$2.32M 2.07% 5

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

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

Range Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 18,857 shares — an estimated $1.89M sold.

Range Financial Group first reported a position in AGG in Q1 2021 and held it in 19 quarters. The position peaked at $3.98M in Q4 2021. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Range Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Range Financial Group sold 18,857 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $1.89M.
  • Range Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 19 quarters.
  • Range Financial Group's iShares Core US Aggregate Bond ETF position peaked at $3.98M in Q4 2021.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Range Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.