RFA
AGG icon

RTD Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RTD Financial 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
Q2 		– Sell
-5,427
Closed -$537K – 109
2025
Q1 		$537K Buy
5,427
+16
+0.3% +$1.56K 0.07% 78
2024
Q4 		$524K Buy
5,411
+701
+15% +$69K 0.07% 78
2024
Q3 		$477K Buy
4,710
+50
+1% +$4.99K 0.06% 84
2024
Q2 		$452K Buy
+4,660
New +$450K 0.06% 86

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RTD Financial Advisors's AGG Position: Q2 2025 in Review

RTD Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 5,427 shares — an estimated $537K sold.

RTD Financial Advisors first reported a position in AGG in Q2 2024 and held it in 4 quarters. The position peaked at $537K in Q1 2025. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • RTD Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • RTD Financial Advisors sold 5,427 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $537K.
  • RTD Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 4 quarters.
  • RTD Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $537K in Q1 2025.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on RTD Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.