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

RFP 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
-110,162
Closed -$10.7M – 83
2025
Q3 		$10.7M Sell
110,162
-2,569
-2% -$255K 4.35% 7
2025
Q2 		$11.2M Sell
112,731
-1,807
-2% -$177K 4.62% 5
2025
Q1 		$11.3M Buy
114,538
+1,451
+1% +$142K 4.56% 6
2024
Q4 		$11M Buy
113,087
+1,287
+1% +$127K 4.26% 5
2024
Q3 		$11.3M Buy
111,800
+946
+0.9% +$94.4K 3.69% 6
2024
Q2 		$10.8M Buy
110,854
+1,521
+1% +$147K 3.98% 5
2024
Q1 		$10.7M Buy
109,333
+2,883
+3% +$282K 4.18% 5
2023
Q4 		$10.6M Sell
106,450
-12,161
-10% -$1.16M 4.33% 5
2023
Q3 		$11.2M Buy
118,611
+4,857
+4% +$468K 4.91% 6
2023
Q2 		$11.1M Sell
113,754
-2,576
-2% -$255K 4.55% 4
2023
Q1 		$11.6M Buy
116,330
+321
+0.3% +$31.7K 13.35% 1
2022
Q4 		$11.3M Buy
+116,009
New +$11.2M 5.04% 3

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

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

RFP Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 110,162 shares — an estimated $10.7M sold.

RFP Financial Group first reported a position in AGG in Q4 2022 and held it in 12 quarters. The position peaked at $11.6M in Q1 2023. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • RFP Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • RFP Financial Group sold 110,162 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $10.7M.
  • RFP Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 12 quarters.
  • RFP Financial Group's iShares Core US Aggregate Bond ETF position peaked at $11.6M in Q1 2023.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

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