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

Semmax 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	$3.06K	Sell	31 -589	-95%	-$57.7K	﹤0.01%	326
2025 Q1	$60.7K	Buy	620 +590	+1,967%	+$57.7K	0.02%	158
2024 Q4	$2.95K	Hold	30	–	–	﹤0.01%	277
2024 Q3	$2.93K	Hold	30	–	–	﹤0.01%	276
2024 Q2	$2.98K	Buy	30 +1	+3%	+$97	﹤0.01%	307
2024 Q1	$2.83K	Hold	29	–	–	﹤0.01%	280
2023 Q4	$2.82K	Buy	29 +1	+4%	+$95	﹤0.01%	288
2023 Q3	$2.64K	Buy	+28	New	+$2.7K	﹤0.01%	263
2022 Q4	–	Sell	-10	Closed	-$1K	–	282
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	227
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	229
2022 Q1	$1K	Buy	+10	New	+$1.1K	﹤0.01%	253
2020 Q3	–	Sell	-469	Closed	-$55K	–	244
2020 Q2	$55K	Hold	469	–	–	0.03%	107
2020 Q1	$54K	Hold	469	–	–	0.03%	107
2019 Q4	$53K	Hold	469	–	–	0.03%	111
2019 Q3	$53K	Hold	469	–	–	0.03%	112
2019 Q2	$52K	Sell	469 -733	-61%	-$80.1K	0.03%	116
2019 Q1	$131K	Buy	1,202 +88	+8%	+$9.44K	0.09%	150
2018 Q4	$119K	Buy	+1,114	New	+$117K	0.09%	143

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Semmax Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 95% in Q2 2025, selling an estimated $57.7K and leaving 31 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Semmax Financial Advisors first reported a position in AGG in Q4 2018 and has held it in 18 quarters since. The position peaked at $131K in Q1 2019. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

Semmax Financial Advisors held 31 shares of iShares Core US Aggregate Bond ETF worth $3.06K as of Q2 2025.
Semmax Financial Advisors sold 589 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $57.7K.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #326 holding.
Semmax Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 18 quarters since.
Semmax Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $131K in Q1 2019.
1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

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