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Semus Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Semus Wealth Partners’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 		– Sell
-3,343
Closed -$335K – 112
2025
Q3 		$335K Sell
3,343
-235
-7% -$23.3K 0.19% 78
2025
Q2 		$355K Buy
3,578
+1,260
+54% +$123K 0.23% 75
2025
Q1 		$229K Sell
2,318
-59
-2% -$5.77K 0.16% 95
2024
Q4 		$230K Sell
2,377
-338
-12% -$33.3K 0.15% 98
2024
Q3 		$275K Sell
2,715
-624
-19% -$62.3K 0.19% 96
2024
Q2 		$324K Sell
3,339
-77
-2% -$7.43K 0.25% 76
2024
Q1 		$335K Buy
3,416
+921
+37% +$90.1K 0.28% 80
2023
Q4 		$248K Sell
2,495
-291
-10% -$27.7K 0.2% 101
2023
Q3 		$262K Sell
2,786
-236
-8% -$22.7K 0.24% 92
2023
Q2 		$296K Sell
3,022
-152
-5% -$15K 0.27% 82
2023
Q1 		$316K Sell
3,174
-354
-10% -$35K 0.34% 72
2022
Q4 		$342K Buy
+3,528
New +$341K 0.42% 65

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

Semus Wealth Partners's AGG Position: Q4 2025 in Review

Semus Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 3,343 shares — an estimated $335K sold.

Semus Wealth Partners first reported a position in AGG in Q4 2022 and held it in 12 quarters. The position peaked at $355K in Q2 2025. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Semus Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Semus Wealth Partners sold 3,343 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $335K.
  • Semus Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 12 quarters.
  • Semus Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $355K in Q2 2025.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Semus Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.