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

Scott 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
Q3 		– Sell
-2,484
Closed -$245K – 53
2025
Q2 		$245K Sell
2,484
-307
-11% -$30.1K 0.07% 46
2025
Q1 		$276K Buy
2,791
+21
+0.8% +$2.05K 0.08% 43
2024
Q4 		$265K Buy
2,770
+217
+8% +$21.4K 0.08% 43
2024
Q3 		$259K Buy
2,553
+44
+2% +$4.39K 0.07% 46
2024
Q2 		$245K Buy
2,509
+306
+14% +$29.5K 0.07% 47
2024
Q1 		$213K Sell
2,203
-626
-22% -$61.3K 0.07% 49
2023
Q4 		$281K Buy
2,829
+219
+8% +$20.8K 0.09% 42
2023
Q3 		$243K Buy
+2,610
New +$251K 0.1% 43
2022
Q2 		– Sell
-12,608
Closed -$1.35M – 41
2022
Q1 		$1.35M Buy
12,608
+10,457
+486% +$1.15M 0.79% 14
2021
Q4 		$245K Buy
+2,151
New +$246K 0.15% 33

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Scott Capital Advisors's AGG Position: Q3 2025 in Review

Scott Capital Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,484 shares — an estimated $245K sold.

Scott Capital Advisors first reported a position in AGG in Q4 2021 and held it in 10 quarters. The position peaked at $1.35M in Q1 2022. 1,930 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Scott Capital Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Scott Capital Advisors sold 2,484 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $245K.
  • Scott Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 10 quarters.
  • Scott Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.35M in Q1 2022.
  • 1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Scott Capital Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.