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Schechter Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Schechter Investment 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
Q1 		$2.33M Sell
23,599
-16,484
-41% -$1.61M 0.19% 105
2024
Q4 		$3.88M Buy
40,083
+18,191
+83% +$1.79M 0.3% 70
2024
Q3 		$2.22M Buy
21,892
+10,283
+89% +$1.03M 0.16% 118
2024
Q2 		$1.13M Sell
11,609
-2,536
-18% -$245K 0.08% 214
2024
Q1 		$1.39M Sell
14,145
-37
-0.3% -$3.62K 0.1% 187
2023
Q4 		$1.41M Buy
14,182
+120
+0.9% +$11.4K 0.12% 163
2023
Q3 		$1.32M Sell
14,062
-890
-6% -$85.7K 0.13% 171
2023
Q2 		$1.46M Buy
14,952
+479
+3% +$47.4K 0.13% 166
2023
Q1 		$1.44M Sell
14,473
-132,899
-90% -$13.1M 0.13% 182
2022
Q4 		$14.3M Buy
147,372
+135,693
+1,162% +$13.1M 1.3% 8
2022
Q3 		$1.13M Buy
11,679
+112
+1% +$11.3K 0.11% 237
2022
Q2 		$1.18M Sell
11,567
-806
-7% -$82.8K 0.11% 229
2022
Q1 		$1.32M Sell
12,373
-162,832
-93% -$17.9M 0.12% 210
2021
Q4 		$20M Buy
+175,205
New +$20M 1.8% 5

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
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
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

Schechter Investment Advisors's AGG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 41% in Q1 2025, selling an estimated $1.61M and leaving 23,599 shares worth $2.33M. The position accounts for 0.19% of the portfolio, ranked #105.

Schechter Investment Advisors first reported a position in AGG in Q4 2021 and has held it in 14 quarters since. The position peaked at $20M in Q4 2021. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Schechter Investment Advisors held 23,599 shares of iShares Core US Aggregate Bond ETF worth $2.33M as of Q1 2025.
  • Schechter Investment Advisors sold 16,484 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $1.61M.
  • iShares Core US Aggregate Bond ETF made up 0.19% of Schechter Investment Advisors's portfolio in Q1 2025, its #105 holding.
  • Schechter Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $20M in Q4 2021.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.