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Running Point Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Running Point Capital 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
Q4 		$2.49M Sell
24,892
-361
-1% -$36.2K 0.68% 33
2025
Q3 		$2.53M Buy
25,253
+1,553
+7% +$154K 0.68% 34
2025
Q2 		$2.35M Buy
23,700
+524
+2% +$51.3K 0.65% 34
2025
Q1 		$2.29M Buy
23,176
+1,025
+5% +$100K 0.73% 30
2024
Q4 		$2.15M Buy
22,151
+4,064
+22% +$400K 0.74% 32
2024
Q3 		$1.83M Buy
18,087
+748
+4% +$74.6K 0.71% 33
2024
Q2 		$1.68M Buy
17,339
+770
+5% +$74.3K 0.7% 34
2024
Q1 		$1.62M Buy
16,569
+489
+3% +$47.9K 0.73% 35
2023
Q4 		$1.6M Buy
16,080
+3,853
+32% +$367K 0.78% 33
2023
Q3 		$1.15M Buy
12,227
+527
+5% +$50.8K 0.67% 29
2023
Q2 		$1.15M Buy
11,700
+466
+4% +$46.1K 0.64% 29
2023
Q1 		$1.12M Buy
11,234
+789
+8% +$78K 0.68% 30
2022
Q4 		$1.01M Sell
10,445
-4,030
-28% -$390K 0.62% 30
2022
Q3 		$1.4M Buy
14,475
+3,229
+29% +$327K 0.92% 25
2022
Q2 		$1.14M Buy
11,246
+1,522
+16% +$156K 0.73% 27
2022
Q1 		$1.04M Buy
9,724
+1,725
+22% +$190K 0.61% 26
2021
Q4 		$913K Sell
7,999
-25,365
-76% -$2.9M 0.55% 31
2021
Q3 		$3.83M Buy
33,364
+992
+3% +$115K 1.7% 19
2021
Q2 		$3.73M Sell
32,372
-395
-1% -$45.3K 1.7% 18
2021
Q1 		$3.73M Buy
32,767
+299
+0.9% +$34.6K 2.06% 16
2020
Q4 		$3.84M Buy
+32,468
New +$3.82M 2.24% 16

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Running Point Capital Advisors's AGG Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q4 2025, selling an estimated $36.2K and leaving 24,892 shares worth $2.49M. The position accounts for 0.68% of the portfolio, ranked #33.

Running Point Capital Advisors first reported a position in AGG in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.84M in Q4 2020. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Running Point Capital Advisors held 24,892 shares of iShares Core US Aggregate Bond ETF worth $2.49M as of Q4 2025.
  • Running Point Capital Advisors sold 361 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $36.2K.
  • iShares Core US Aggregate Bond ETF made up 0.68% of Running Point Capital Advisors's portfolio in Q4 2025, its #33 holding.
  • Running Point Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.84M in Q4 2020.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.