Royal Harbor Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Royal Harbor Partners’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	-41,236	Closed	-$4M	–	47
2024 Q4	$4M	Buy	41,236 +1,645	+4%	+$162K	1.51%	18
2024 Q3	$4.01M	Buy	39,591 +1,817	+5%	+$181K	1.56%	19
2024 Q2	$3.67M	Sell	37,774 -99,560	-72%	-$9.61M	1.52%	18
2024 Q1	$13.5M	Buy	137,334 +1,905	+1%	+$186K	5.86%	7
2023 Q4	$13.4M	Buy	135,429 +2,585	+2%	+$246K	6.24%	4
2023 Q3	$12.5M	Sell	132,844 -10,800	-8%	-$1.04M	6.5%	4
2023 Q2	$14.1M	Buy	143,644 +23,967	+20%	+$2.37M	6.9%	4
2023 Q1	$11.9M	Buy	119,677 +70,515	+143%	+$6.97M	6.4%	3
2022 Q4	$4.77M	Buy	49,162 +3,037	+7%	+$294K	2.95%	10
2022 Q3	$4.44M	Buy	+46,125	New	+$4.66M	3.04%	8

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Harbor Partners's AGG Position: Q1 2025 in Review

Royal Harbor Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 41,236 shares — an estimated $4M sold.

Royal Harbor Partners first reported a position in AGG in Q3 2022 and held it in 10 quarters. The position peaked at $14.1M in Q2 2023. 1,930 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

Royal Harbor Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Royal Harbor Partners sold 41,236 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $4M.
Royal Harbor Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 10 quarters.
Royal Harbor Partners's iShares Core US Aggregate Bond ETF position peaked at $14.1M in Q2 2023.
1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Royal Harbor Partners's 13F filing for Q1 2025, filed 29 Apr 2025.