RWB
AGG icon

RMR Wealth Builders’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RMR Wealth Builders’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 		– Sell
-2,098
Closed -$208K – 286
2025
Q1 		$208K Buy
+2,098
New +$205K 0.02% 250
2023
Q4 		– Sell
-2,396
Closed -$225K – 233
2023
Q3 		$225K Sell
2,396
-626
-21% -$60.3K 0.04% 211
2023
Q2 		$296K Buy
3,022
+93
+3% +$9.19K 0.05% 167
2023
Q1 		$292K Sell
2,929
-4,602
-61% -$455K 0.06% 167
2022
Q4 		$730K Sell
7,531
-347
-4% -$33.6K 0.17% 72
2022
Q3 		$759K Sell
7,878
-515
-6% -$52.1K 0.19% 68
2022
Q2 		$853K Sell
8,393
-4,371
-34% -$449K 0.21% 68
2022
Q1 		$1.37M Sell
12,764
-13,006
-50% -$1.43M 0.29% 57
2021
Q4 		$2.94M Sell
25,770
-7,754
-23% -$887K 0.84% 23
2021
Q3 		$3.85M Buy
33,524
+6,274
+23% +$727K 1.13% 14
2021
Q2 		$3.14M Sell
27,250
-22,471
-45% -$2.57M 1.03% 15
2021
Q1 		$5.66M Buy
49,721
+30,029
+152% +$3.48M 1.47% 10
2020
Q4 		$2.33M Sell
19,692
-34,949
-64% -$4.12M 1.14% 14
2020
Q3 		$6.45M Buy
54,641
+46,020
+534% +$5.46M 1.67% 11
2020
Q2 		$1.02M Buy
+8,621
New +$1.01M 0.91% 27
2019
Q4 		$764K Buy
+6,800
New +$766K 0.74% 33

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

RMR Wealth Builders's AGG Position: Q2 2025 in Review

RMR Wealth Builders sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 2,098 shares — an estimated $208K sold.

RMR Wealth Builders first reported a position in AGG in Q4 2019 and held it in 16 quarters. The position peaked at $6.45M in Q3 2020. 1,909 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • RMR Wealth Builders reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 2,098 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $208K.
  • RMR Wealth Builders first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 16 quarters.
  • RMR Wealth Builders's iShares Core US Aggregate Bond ETF position peaked at $6.45M in Q3 2020.
  • 1,909 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on RMR Wealth Builders's 13F filing for Q2 2025, filed 8 Jul 2025.