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Ruedi Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ruedi Wealth Management’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
-391
Closed -$38.7K – 65
2025
Q1 		$38.7K Buy
391
+28
+8% +$2.74K 0.01% 99
2024
Q4 		$35.2K Buy
363
+12
+3% +$1.18K 0.01% 100
2024
Q3 		$35.5K Buy
351
+1
+0.3% +$100 0.01% 102
2024
Q2 		$34K Buy
350
+4
+1% +$386 0.01% 103
2024
Q1 		$33.8K Buy
346
+107
+45% +$10.5K 0.01% 100
2023
Q4 		$23.8K Buy
239
+3
+1% +$285 0.01% 108
2023
Q3 		$22.2K Buy
236
+1
+0.4% +$96 0.01% 105
2023
Q2 		$23K Buy
235
+4
+2% +$395 0.01% 108
2023
Q1 		$23K Buy
231
+91
+65% +$8.99K 0.01% 119
2022
Q4 		$359K Buy
+140
New +$13.5K 0.25% 28

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

Ruedi Wealth Management's AGG Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 391 shares — an estimated $38.7K sold.

Ruedi Wealth Management first reported a position in AGG in Q4 2022 and held it in 10 quarters. The position peaked at $359K in Q4 2022. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Ruedi Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 391 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $38.7K.
  • Ruedi Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $359K in Q4 2022.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.