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Regent Peak Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-3,138
Closed -$304K – 178
2024
Q4 		$304K Buy
+3,138
New +$309K 0.07% 123
2023
Q3 		– Sell
-3,397
Closed -$333K – 153
2023
Q2 		$333K Hold
3,397
– – 0.1% 97
2023
Q1 		$338K Sell
3,397
-26,986
-89% -$2.67M 0.1% 97
2022
Q4 		$2.95M Sell
30,383
-2,890
-9% -$280K 0.97% 22
2022
Q3 		$3.21M Sell
33,273
-5,546
-14% -$561K 1.13% 18
2022
Q2 		$3.95M Sell
38,819
-30,633
-44% -$3.15M 1.29% 16
2022
Q1 		$7.44M Sell
69,452
-38,673
-36% -$4.26M 2.13% 13
2021
Q4 		$12.3M Sell
108,125
-52,082
-33% -$5.96M 3.35% 8
2021
Q3 		$18.4M Sell
160,207
-3,149
-2% -$365K 5.27% 3
2021
Q2 		$19M Buy
163,356
+15,362
+10% +$1.76M 5.32% 3
2021
Q1 		$16.8M Buy
147,994
+17,779
+14% +$2.06M 5.54% 3
2020
Q4 		$15.4M Buy
130,215
+10,563
+9% +$1.24M 5.13% 3
2020
Q3 		$14.1M Buy
119,652
+4,087
+4% +$485K 6.01% 3
2020
Q2 		$13.7M Buy
115,565
+6,047
+6% +$708K 6.19% 3
2020
Q1 		$12.6M Buy
109,518
+103,169
+1,625% +$11.8M 7.03% 3
2019
Q4 		$713K Buy
+6,349
New +$715K 0.33% 58

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
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
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

Regent Peak Wealth Advisors's AGG Position: Q1 2025 in Review

Regent Peak Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 3,138 shares — an estimated $304K sold.

Regent Peak Wealth Advisors first reported a position in AGG in Q4 2019 and held it in 16 quarters. The position peaked at $19M in Q2 2021. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Regent Peak Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3,138 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $304K.
  • Regent Peak Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 16 quarters.
  • Regent Peak Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $19M in Q2 2021.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.